+50.6%
POET vs SOXQ
+111.3%
-60.8%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.4% | +4.7% | +3.0% |
| 7D | +5.6% | +2.3% | +3.3% | +2.2% |
| 30D | -2.1% | -2.3% | +0.2% | +2.0% |
| 3M | -48.8% | -13.8% | -35.1% | -34.0% |
| 6M | +15.8% | +48.6% | -32.8% | -27.8% |
| YTD | +25.1% | +66.0% | -40.9% | -33.1% |
| 1Y | +50.6% | +107.9% | -57.3% | -34.8% |
| All | +50.6% | +111.3% | -60.8% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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