+1,537.1%
SOXX vs POET
+30.3%
+1,506.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | +1.5% |
| 7D | +1.4% | +0.4% | +1.0% | +1.3% |
| 30D | -3.6% | -10.4% | +6.8% | -2.8% |
| 3M | -10.2% | -29.3% | +19.2% | -8.1% |
| 6M | +54.2% | +6.9% | +47.4% | +48.6% |
| YTD | +75.2% | +25.6% | +49.6% | +66.4% |
| 1Y | +107.5% | +49.2% | +58.3% | +93.2% |
| 3Y | +226.8% | +128.4% | +98.3% | +182.6% |
| 5Y | +251.2% | -4.2% | +255.4% | +209.3% |
| All | +1,537.1% | +30.3% | +1,506.8% | +1,279.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling