+114.3%
ALL vs POET
-6.5%
+120.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.8% |
| 7D | -2.3% | +0.4% | -2.6% | -2.3% |
| 30D | -0.4% | -10.4% | +10.0% | -0.4% |
| 3M | +16.0% | -29.3% | +45.4% | +16.1% |
| 6M | +24.6% | +6.9% | +17.7% | +23.6% |
| YTD | +23.7% | +25.6% | -1.9% | +22.4% |
| 1Y | +27.7% | +49.2% | -21.4% | +25.9% |
| 3Y | +150.2% | +128.4% | +21.8% | +145.6% |
| All | +114.3% | -6.5% | +120.8% | +112.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling