+70.9%
QCOM vs POET
+111.1%
-40.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.6% |
| 7D | +4.9% | +3.7% | +1.2% | +4.6% |
| 30D | +9.3% | -11.5% | +20.8% | +10.2% |
| 3M | -7.0% | -30.8% | +23.8% | -5.0% |
| 6M | +32.0% | +8.6% | +23.5% | +26.9% |
| YTD | +5.0% | +20.1% | -15.0% | 0.0% |
| 1Y | +13.6% | +35.7% | -22.1% | +6.4% |
| All | +70.9% | +111.1% | -40.2% | +51.0% |
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