+56.3%
PODD vs EQH
+230.1%
-173.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.6% |
| 7D | -10.6% | -1.8% | -8.8% | -10.1% |
| 30D | -6.9% | +2.4% | -9.4% | -7.6% |
| 3M | -10.6% | +26.3% | -36.9% | -17.2% |
| 6M | -43.5% | +35.8% | -79.3% | -49.0% |
| YTD | -52.6% | +12.7% | -65.3% | -54.9% |
| 1Y | -60.1% | +2.5% | -62.6% | -61.1% |
| 3Y | -21.7% | +98.6% | -120.3% | -38.6% |
| 5Y | -54.6% | +101.7% | -156.3% | -64.8% |
| All | +56.3% | +230.1% | -173.7% | -1.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling