+244.0%
EQIX vs POET
+30.3%
+213.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +1.2% |
| 7D | +0.2% | +0.4% | -0.2% | +0.1% |
| 30D | -2.5% | -10.4% | +7.9% | -2.2% |
| 3M | 0.0% | -29.3% | +29.3% | +0.6% |
| 6M | +7.6% | +6.9% | +0.8% | +5.2% |
| YTD | +37.5% | +25.6% | +11.9% | +33.4% |
| 1Y | +32.9% | +49.2% | -16.2% | +27.6% |
| 3Y | +42.8% | +128.4% | -85.7% | +30.8% |
| 5Y | +35.8% | -4.2% | +40.0% | +25.5% |
| All | +244.0% | +30.3% | +213.6% | +198.6% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 10y: compounded portfolio wealth divided by compounded POET 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…
10y analysis · Full analysis span regression · 6 months rolling