+47.1%
EQT vs POET
+30.3%
+16.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.6% | -6.2% | -1.8% |
| 7D | -2.0% | +0.4% | -2.4% | -2.0% |
| 30D | 0.0% | -10.4% | +10.4% | +0.3% |
| 3M | +5.9% | -29.3% | +35.3% | +6.7% |
| 6M | -14.8% | +6.9% | -21.6% | -17.4% |
| YTD | +1.8% | +25.6% | -23.8% | -2.4% |
| 1Y | +7.4% | +49.2% | -41.8% | +1.4% |
| 3Y | +33.6% | +128.4% | -94.8% | +18.0% |
| 5Y | +199.3% | -4.2% | +203.5% | +168.2% |
| All | +47.1% | +30.3% | +16.8% | +35.9% |
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