+363.0%
NDAQ vs POET
+30.3%
+332.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -0.7% |
| 7D | -5.6% | +0.4% | -5.9% | -5.6% |
| 30D | -4.4% | -10.4% | +6.0% | -4.1% |
| 3M | +5.9% | -29.3% | +35.2% | +6.6% |
| 6M | +7.7% | +6.9% | +0.9% | +4.9% |
| YTD | -5.2% | +25.6% | -30.8% | -8.4% |
| 1Y | -3.4% | +49.2% | -52.5% | -7.8% |
| 3Y | +85.6% | +128.4% | -42.8% | +68.6% |
| 5Y | +49.5% | -4.2% | +53.7% | +37.6% |
| All | +363.0% | +30.3% | +332.7% | +293.1% |
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