+474.6%
QCOM vs POET
-16.9%
+491.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.9% | -1.8% | +3.0% |
| 7D | +5.1% | +17.0% | -12.0% | +4.5% |
| 30D | +4.3% | -6.7% | +11.0% | +4.5% |
| 3M | -19.6% | -32.3% | +12.7% | -18.8% |
| 6M | +29.5% | +32.3% | -2.9% | +26.4% |
| YTD | +3.4% | +31.3% | -27.9% | +0.7% |
| 1Y | +10.9% | +55.3% | -44.4% | +7.0% |
| 3Y | +74.8% | +136.8% | -62.0% | +62.7% |
| 5Y | +36.2% | -2.2% | +38.4% | +27.8% |
| 10Y | +263.7% | +34.0% | +229.7% | +231.3% |
| All | +474.6% | -16.9% | +491.5% | +449.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling