+238.8%
EQX vs POET
+297.5%
-58.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +23.0% |
| 6M | -22.4% | +6.9% | -29.3% | -25.3% |
| YTD | -11.3% | +25.6% | -36.9% | -15.8% |
| 1Y | +13.5% | +49.2% | -35.6% | +6.0% |
| 3Y | +162.1% | +128.4% | +33.7% | +129.9% |
| 5Y | +84.2% | -4.2% | +88.4% | +62.9% |
| All | +238.8% | +297.5% | -58.7% | +241.8% |
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 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