+128.4%
POET vs EQH
+100.2%
+28.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.4% | +3.2% | +3.8% |
| 7D | +0.4% | +0.7% | -0.3% | -0.1% |
| 30D | -10.4% | +2.8% | -13.2% | -12.1% |
| 3M | -29.3% | +23.1% | -52.4% | -38.9% |
| 6M | +6.9% | +41.4% | -34.5% | -16.7% |
| YTD | +25.6% | +14.3% | +11.3% | +12.3% |
| 1Y | +49.2% | +1.6% | +47.6% | +43.5% |
| 3Y | +128.4% | +102.7% | +25.7% | +104.5% |
| All | +128.4% | +100.2% | +28.2% | +104.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling