+184.2%
QLD vs POET
+130.8%
+53.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.9% | -5.1% | -0.7% |
| 7D | +3.0% | +17.0% | -14.1% | +1.3% |
| 30D | -1.8% | -6.7% | +4.9% | -1.3% |
| 3M | -1.8% | -32.3% | +30.5% | +1.2% |
| 6M | +36.9% | +32.3% | +4.6% | +26.5% |
| YTD | +28.7% | +31.3% | -2.6% | +18.2% |
| 1Y | +41.9% | +55.3% | -13.4% | +26.5% |
| 3Y | +184.2% | +136.8% | +47.5% | +135.6% |
| All | +184.2% | +130.8% | +53.4% | +135.6% |
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 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