+33.0%
Q vs POET
-3.2%
+36.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.6% | -2.1% | +1.8% |
| 7D | +4.9% | +0.4% | +4.5% | +4.8% |
| 30D | -11.0% | -10.4% | -0.6% | -9.7% |
| 3M | -15.2% | -29.3% | +14.2% | -11.8% |
| 6M | +8.8% | +6.9% | +2.0% | -3.3% |
| YTD | +55.1% | +25.6% | +29.5% | +31.2% |
| All | +33.0% | -3.2% | +36.1% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling