-19.2%
POET vs EQH
+19.6%
-38.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.6% | -5.7% | -5.1% |
| 7D | -16.4% | +2.8% | -19.2% | -17.8% |
| 30D | -37.5% | +3.9% | -41.4% | -39.0% |
| 3M | -43.1% | +16.3% | -59.4% | -48.7% |
| 6M | -31.4% | +37.1% | -68.5% | -46.4% |
| YTD | -22.9% | +20.2% | -43.1% | -29.1% |
| All | -19.2% | +19.6% | -38.8% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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