-4.9%
EQT vs POET
-21.9%
+17.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | -3.2% |
| 7D | -6.6% | -16.4% | +9.9% | -6.5% |
| 30D | +2.7% | -37.5% | +40.3% | +3.0% |
| 3M | -0.2% | -43.1% | +42.9% | +0.1% |
| 6M | -10.6% | -31.4% | +20.8% | -11.0% |
| YTD | -1.2% | -22.9% | +21.8% | -3.2% |
| 1Y | -4.9% | -18.0% | +13.1% | -8.6% |
| All | -4.9% | -21.9% | +17.1% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling