-55.3%
PODD vs EQH
+102.2%
-157.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.5% |
| 7D | -10.5% | +0.7% | -11.2% | -10.8% |
| 30D | -9.0% | +2.8% | -11.9% | -10.0% |
| 3M | -11.5% | +23.1% | -34.6% | -18.8% |
| 6M | -44.7% | +41.4% | -86.1% | -52.3% |
| YTD | -53.6% | +14.3% | -67.8% | -56.6% |
| 1Y | -61.0% | +1.6% | -62.6% | -61.8% |
| 3Y | -24.7% | +102.7% | -127.4% | -48.7% |
| All | -55.3% | +102.2% | -157.5% | -69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling