+55.9%
SOXL vs POET
-21.9%
+77.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.1% | -4.7% | -6.7% |
| 7D | -37.9% | -16.4% | -21.4% | -30.8% |
| 30D | -59.4% | -37.5% | -21.9% | -47.1% |
| 3M | -52.3% | -43.1% | -9.2% | -33.9% |
| 6M | -47.7% | -31.4% | -16.3% | -28.4% |
| YTD | +58.8% | -22.9% | +81.7% | +62.8% |
| 1Y | +55.9% | -18.0% | +73.9% | +53.9% |
| All | +55.9% | -21.9% | +77.8% | +53.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling