+122.5%
QLD vs POET
-4.8%
+127.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.1% | -0.2% |
| 7D | +1.9% | +9.7% | -7.8% | +0.8% |
| 30D | -1.8% | -6.5% | +4.7% | -1.2% |
| 3M | -0.1% | -25.7% | +25.6% | +2.4% |
| 6M | +32.6% | +19.6% | +13.0% | +22.7% |
| YTD | +27.9% | +26.4% | +1.5% | +16.8% |
| 1Y | +40.3% | +50.1% | -9.8% | +23.7% |
| 3Y | +182.5% | +127.9% | +54.6% | +129.9% |
| 5Y | +122.5% | -5.9% | +128.4% | +86.5% |
| All | +122.5% | -4.8% | +127.3% | +86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling