+1,657.6%
QLD vs POET
+30.3%
+1,627.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.3% |
| 7D | -1.2% | +0.4% | -1.6% | -1.3% |
| 30D | -3.0% | -10.4% | +7.4% | -2.2% |
| 3M | -2.8% | -29.3% | +26.5% | -0.2% |
| 6M | +32.0% | +6.9% | +25.1% | +24.7% |
| YTD | +27.3% | +25.6% | +1.7% | +17.8% |
| 1Y | +37.9% | +49.2% | -11.2% | +23.9% |
| 3Y | +174.6% | +128.4% | +46.2% | +121.2% |
| 5Y | +124.8% | -4.2% | +129.0% | +87.0% |
| All | +1,657.6% | +30.3% | +1,627.3% | +1,268.6% |
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