+9.2%
EQX vs POET
-21.9%
+31.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -4.1% | +16.9% | +13.1% |
| 7D | +7.6% | -16.4% | +24.1% | +9.2% |
| 30D | +0.4% | -37.5% | +38.0% | +4.2% |
| 3M | +18.0% | -43.1% | +61.0% | +23.1% |
| 6M | -18.4% | -31.4% | +13.0% | -16.6% |
| YTD | -19.3% | -22.9% | +3.6% | -24.8% |
| 1Y | +9.2% | -18.0% | +27.2% | +2.8% |
| All | +9.2% | -21.9% | +31.1% | +2.8% |
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