+162.1%
EQX vs POET
+120.8%
+41.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +1.4% |
| 7D | -3.2% | +0.4% | -3.6% | -3.2% |
| 30D | +7.8% | -10.4% | +18.1% | +8.3% |
| 3M | +21.3% | -29.3% | +50.7% | +22.9% |
| 6M | -22.4% | +6.9% | -29.3% | -25.3% |
| YTD | -11.3% | +25.6% | -36.9% | -15.7% |
| 1Y | +13.5% | +49.2% | -35.6% | +6.3% |
| 3Y | +162.1% | +128.4% | +33.7% | +133.6% |
| All | +162.1% | +120.8% | +41.3% | +133.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling