+22.2%
A vs POET
-21.9%
+44.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.1% | +1.1% |
| 7D | -2.4% | -16.4% | +14.1% | -1.8% |
| 30D | +3.6% | -37.5% | +41.1% | +5.0% |
| 3M | +27.5% | -43.1% | +70.5% | +29.4% |
| 6M | +58.5% | -31.4% | +89.8% | +57.7% |
| YTD | +31.2% | -22.9% | +54.1% | +27.8% |
| 1Y | +22.2% | -18.0% | +40.2% | +18.6% |
| All | +22.2% | -21.9% | +44.1% | +18.6% |
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 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