+95.7%
QQQ vs POET
-6.5%
+102.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.6% |
| 7D | -0.6% | +0.4% | -0.9% | -0.6% |
| 30D | -1.2% | -10.4% | +9.2% | -0.7% |
| 3M | -0.2% | -29.3% | +29.1% | +1.1% |
| 6M | +17.9% | +6.9% | +11.1% | +13.7% |
| YTD | +16.6% | +25.6% | -8.9% | +11.1% |
| 1Y | +23.0% | +49.2% | -26.2% | +15.1% |
| 3Y | +92.9% | +128.4% | -35.5% | +72.9% |
| All | +95.7% | -6.5% | +102.2% | +77.2% |
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