+148.3%
ALL vs POET
+111.1%
+37.2%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.8% |
| 7D | -4.3% | +3.7% | -8.0% | -4.3% |
| 30D | -3.6% | -11.5% | +7.9% | -3.7% |
| 3M | +13.2% | -30.8% | +44.0% | +13.1% |
| 6M | +22.5% | +8.6% | +13.9% | +22.2% |
| YTD | +22.7% | +20.1% | +2.7% | +22.3% |
| 1Y | +28.3% | +35.7% | -7.4% | +27.7% |
| All | +148.3% | +111.1% | +37.2% | +157.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling