-57.4%
PODD vs EQH
+2.5%
-59.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -2.0% |
| 7D | +1.6% | +5.5% | -3.9% | +1.2% |
| 30D | +10.7% | +3.2% | +7.4% | +10.4% |
| 3M | +0.7% | +32.5% | -31.8% | -4.0% |
| 6M | -39.3% | +33.7% | -73.0% | -42.6% |
| YTD | -48.1% | +13.4% | -61.6% | -49.0% |
| 1Y | -57.4% | +0.6% | -58.0% | -57.9% |
| All | -57.4% | +2.5% | -59.9% | -57.9% |
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