-48.5%
PODD vs EQH
+18.6%
-67.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.6% | +5.0% | +6.4% |
| 7D | +10.8% | +2.8% | +8.0% | +10.5% |
| 30D | +21.7% | +3.9% | +17.8% | +21.1% |
| 3M | -1.1% | +16.3% | -17.4% | -2.3% |
| 6M | -3.7% | +37.1% | -40.8% | -8.7% |
| YTD | -41.9% | +20.2% | -62.2% | -43.1% |
| 1Y | -48.5% | +17.9% | -66.4% | -49.2% |
| All | -48.5% | +18.6% | -67.1% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EQH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling