+7,272.6%
QLD vs POET
-20.8%
+7,293.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.0% | -7.7% | -0.1% |
| 7D | +0.6% | +5.6% | -5.0% | +0.2% |
| 30D | -0.1% | -2.1% | +2.0% | -0.1% |
| 3M | -8.4% | -48.8% | +40.5% | -5.2% |
| 6M | +32.2% | +15.8% | +16.4% | +27.3% |
| YTD | +28.9% | +25.1% | +3.8% | +23.1% |
| 1Y | +43.8% | +50.6% | -6.7% | +34.8% |
| 3Y | +176.6% | +107.9% | +68.7% | +142.7% |
| 5Y | +121.6% | -11.0% | +132.6% | +98.0% |
| 10Y | +1,652.9% | +25.7% | +1,627.2% | +1,359.6% |
| All | +7,272.6% | -20.8% | +7,293.4% | +6,122.0% |
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