+26.7%
Q vs POET
-3.5%
+30.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.0% | -6.4% | +0.5% |
| 7D | +0.2% | +5.6% | -5.4% | -0.6% |
| 30D | -11.1% | -2.1% | -9.0% | -10.9% |
| 3M | -22.1% | -48.8% | +26.7% | -16.2% |
| 6M | +0.5% | +15.8% | -15.3% | -12.2% |
| YTD | +47.8% | +25.1% | +22.7% | +25.2% |
| All | +26.7% | -3.5% | +30.3% | +8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling