+1,502.1%
QLD vs POET
+133.2%
+1,369.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -0.9% | -2.3% |
| 7D | +7.0% | +1.2% | +5.8% | +6.9% |
| 30D | -14.3% | -12.2% | -2.2% | -13.3% |
| 3M | -16.0% | -42.4% | +26.4% | -11.8% |
| 6M | -14.2% | -64.3% | +50.1% | -7.6% |
| YTD | +12.8% | -19.0% | +31.7% | +8.5% |
| 1Y | +14.1% | +9.1% | +4.9% | +6.4% |
| 3Y | +146.0% | +297.7% | -151.7% | +92.6% |
| 5Y | +82.0% | -38.2% | +120.2% | +57.7% |
| All | +1,502.1% | +133.2% | +1,369.0% | +1,155.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling