+85.6%
NDAQ vs POET
+120.8%
-35.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -0.6% |
| 7D | -5.6% | +0.4% | -5.9% | -5.6% |
| 30D | -4.4% | -10.4% | +6.0% | -4.2% |
| 3M | +5.9% | -29.3% | +35.2% | +6.4% |
| 6M | +7.7% | +6.9% | +0.9% | +5.6% |
| YTD | -5.2% | +25.6% | -30.8% | -7.7% |
| 1Y | -3.4% | +49.2% | -52.5% | -6.7% |
| 3Y | +85.6% | +128.4% | -42.8% | +79.7% |
| All | +85.6% | +120.8% | -35.2% | +79.7% |
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