+723.7%
ALL vs POET
-16.9%
+740.6%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.9% | -7.3% | -2.4% |
| 7D | -1.7% | +17.0% | -18.8% | -1.9% |
| 30D | -4.7% | -6.7% | +2.1% | -4.6% |
| 3M | +18.4% | -32.3% | +50.7% | +18.8% |
| 6M | +20.5% | +32.3% | -11.8% | +18.4% |
| YTD | +23.5% | +31.3% | -7.7% | +21.2% |
| 1Y | +29.0% | +55.3% | -26.3% | +25.7% |
| 3Y | +153.7% | +136.8% | +17.0% | +140.2% |
| 5Y | +114.8% | -2.2% | +117.0% | +105.0% |
| 10Y | +356.1% | +34.0% | +322.1% | +322.8% |
| All | +723.7% | -16.9% | +740.6% | +718.3% |
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