+274.0%
C vs POET
+111.1%
+162.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +0.7% |
| 7D | +0.3% | +3.7% | -3.4% | +0.1% |
| 30D | +2.0% | -11.5% | +13.5% | +2.5% |
| 3M | +4.4% | -30.8% | +35.1% | +5.5% |
| 6M | +28.3% | +8.6% | +19.8% | +22.8% |
| YTD | +20.5% | +20.1% | +0.4% | +14.1% |
| 1Y | +45.5% | +35.7% | +9.8% | +35.8% |
| All | +274.0% | +111.1% | +162.9% | +222.0% |
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