-100.0%
QID vs POET
-20.5%
-79.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.6% | -6.4% | -1.5% |
| 7D | +1.3% | +0.4% | +0.9% | +1.3% |
| 30D | +2.9% | -10.4% | +13.3% | +2.5% |
| 3M | -0.7% | -29.3% | +28.6% | -1.5% |
| 6M | -29.7% | +6.9% | -36.5% | -26.0% |
| YTD | -27.9% | +25.6% | -53.5% | -23.1% |
| 1Y | -34.6% | +49.2% | -83.7% | -28.8% |
| 3Y | -73.5% | +128.4% | -202.0% | -68.6% |
| 5Y | -81.0% | -4.2% | -76.8% | -77.7% |
| 10Y | -99.2% | +30.3% | -129.5% | -98.9% |
| All | -100.0% | -20.5% | -79.5% | -100.0% |
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