+128.4%
POET vs SOXQ
+232.9%
-104.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.8% | +2.8% | +2.7% |
| 7D | +0.4% | +0.8% | -0.4% | -0.3% |
| 30D | -10.4% | -4.6% | -5.8% | -5.0% |
| 3M | -29.3% | -10.2% | -19.2% | -18.5% |
| 6M | +6.9% | +49.7% | -42.8% | -18.4% |
| YTD | +25.6% | +67.2% | -41.7% | -12.2% |
| 1Y | +49.2% | +98.0% | -48.9% | -7.3% |
| 3Y | +128.4% | +237.2% | -108.7% | +64.1% |
| All | +128.4% | +232.9% | -104.5% | +64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling