+77.4%
EQT vs POET
-24.0%
+101.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +0.7% |
| 7D | -1.2% | +3.7% | -4.9% | -1.3% |
| 30D | +1.1% | -11.5% | +12.6% | +1.3% |
| 3M | +4.8% | -30.8% | +35.6% | +5.4% |
| 6M | -10.6% | +8.6% | -19.2% | -12.4% |
| YTD | +3.4% | +20.1% | -16.6% | +0.8% |
| 1Y | +8.7% | +35.7% | -27.0% | +5.0% |
| 3Y | +35.0% | +116.5% | -81.6% | +24.9% |
| 5Y | +204.2% | -8.4% | +212.7% | +184.1% |
| 10Y | +52.5% | +24.6% | +27.9% | +37.2% |
| All | +77.4% | -24.0% | +101.4% | +40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling