-91.6%
SOXS vs POET
-21.9%
-69.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -4.1% | +12.9% | +6.6% |
| 7D | +46.7% | -16.4% | +63.1% | +36.3% |
| 30D | +97.0% | -37.5% | +134.5% | +63.8% |
| 3M | +39.5% | -43.1% | +82.6% | +17.3% |
| 6M | -54.9% | -31.4% | -23.6% | -48.9% |
| YTD | -90.4% | -22.9% | -67.5% | -84.3% |
| 1Y | -91.6% | -18.0% | -73.7% | -85.4% |
| All | -91.6% | -21.9% | -69.7% | -85.4% |
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