-73.5%
QID vs POET
+120.8%
-194.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.6% | -6.4% | -1.3% |
| 7D | +1.3% | +0.4% | +0.9% | +1.4% |
| 30D | +2.9% | -10.4% | +13.3% | +2.1% |
| 3M | -0.7% | -29.3% | +28.6% | -2.0% |
| 6M | -29.7% | +6.9% | -36.5% | -23.5% |
| YTD | -27.9% | +25.6% | -53.5% | -19.7% |
| 1Y | -34.6% | +49.2% | -83.7% | -24.6% |
| 3Y | -73.5% | +128.4% | -202.0% | -66.3% |
| All | -73.5% | +120.8% | -194.4% | -66.3% |
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