+1,646.6%
QQQ vs POET
-20.5%
+1,667.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.7% |
| 7D | -0.6% | +0.4% | -0.9% | -0.6% |
| 30D | -1.2% | -10.4% | +9.2% | -1.0% |
| 3M | -0.2% | -29.3% | +29.1% | +0.5% |
| 6M | +17.9% | +6.9% | +11.1% | +15.7% |
| YTD | +16.6% | +25.6% | -8.9% | +13.7% |
| 1Y | +23.0% | +49.2% | -26.2% | +18.7% |
| 3Y | +92.9% | +128.4% | -35.5% | +79.4% |
| 5Y | +95.6% | -4.2% | +99.8% | +83.4% |
| 10Y | +570.4% | +30.3% | +540.0% | +505.8% |
| All | +1,646.6% | -20.5% | +1,667.1% | +1,495.3% |
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