+27.0%
ALL vs POET
+56.2%
-29.2%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.0% | -9.4% | -1.1% |
| 7D | 0.0% | +5.6% | -5.6% | +0.2% |
| 30D | -1.5% | -2.1% | +0.6% | -1.5% |
| 3M | +23.6% | -48.8% | +72.5% | +22.4% |
| 6M | +22.3% | +15.8% | +6.5% | +24.2% |
| YTD | +26.5% | +25.1% | +1.4% | +28.9% |
| 1Y | +27.0% | +50.6% | -23.6% | +31.5% |
| All | +27.0% | +56.2% | -29.2% | +31.5% |
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 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