+152.0%
QQQM vs POET
+84.9%
+67.2%
-35.0%
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% | +0.6% |
| 7D | -0.6% | +0.4% | -0.9% | -0.6% |
| 30D | -1.2% | -10.4% | +9.2% | -0.7% |
| 3M | -0.1% | -29.3% | +29.2% | +1.2% |
| 6M | +18.0% | +6.9% | +11.1% | +13.9% |
| YTD | +16.7% | +25.6% | -8.9% | +11.3% |
| 1Y | +23.0% | +49.2% | -26.1% | +15.4% |
| 3Y | +93.3% | +128.4% | -35.1% | +72.6% |
| 5Y | +96.3% | -4.2% | +100.5% | +77.5% |
| All | +152.0% | +84.9% | +67.2% | +123.7% |
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