+3,398.8%
SOXX vs POET
-20.5%
+3,419.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | +1.7% |
| 7D | +1.4% | +0.4% | +1.0% | +1.4% |
| 30D | -3.6% | -10.4% | +6.8% | -3.1% |
| 3M | -10.2% | -29.3% | +19.2% | -8.9% |
| 6M | +54.2% | +6.9% | +47.4% | +51.0% |
| YTD | +75.2% | +25.6% | +49.6% | +70.1% |
| 1Y | +107.5% | +49.2% | +58.3% | +99.0% |
| 3Y | +226.8% | +128.4% | +98.3% | +198.9% |
| 5Y | +251.2% | -4.2% | +255.4% | +224.8% |
| 10Y | +1,567.6% | +30.3% | +1,537.3% | +1,375.7% |
| All | +3,398.8% | -20.5% | +3,419.3% | +2,919.2% |
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