+478.6%
SOXL vs POET
+120.8%
+357.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.6% | +0.6% | +3.8% |
| 7D | +3.9% | +0.4% | +3.5% | +3.8% |
| 30D | -14.3% | -10.4% | -3.9% | -10.9% |
| 3M | -45.6% | -29.3% | -16.3% | -37.4% |
| 6M | +117.2% | +6.9% | +110.3% | +107.2% |
| YTD | +189.8% | +25.6% | +164.2% | +164.0% |
| 1Y | +317.7% | +49.2% | +268.6% | +258.6% |
| 3Y | +478.6% | +128.4% | +350.2% | +319.5% |
| All | +478.6% | +120.8% | +357.8% | +319.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling