+15.0%
QCOM vs POET
+40.7%
-25.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.6% | -1.7% | +2.4% |
| 7D | +7.8% | +0.4% | +7.5% | +7.8% |
| 30D | +12.2% | -10.4% | +22.6% | +13.3% |
| 3M | -9.9% | -29.3% | +19.5% | -7.4% |
| 6M | +36.9% | +6.9% | +30.1% | +28.5% |
| YTD | +8.0% | +25.6% | -17.5% | -0.7% |
| 1Y | +15.0% | +49.2% | -34.1% | +5.1% |
| All | +15.0% | +40.7% | -25.7% | +5.1% |
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