+2.5%
C vs POET
-16.9%
+19.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.6% | -0.9% |
| 7D | +3.2% | +17.0% | -13.9% | +2.6% |
| 30D | +1.3% | -6.7% | +8.0% | +1.5% |
| 3M | +3.1% | -32.3% | +35.4% | +4.1% |
| 6M | +29.6% | +32.3% | -2.7% | +24.9% |
| YTD | +19.0% | +31.3% | -12.3% | +14.4% |
| 1Y | +45.6% | +55.3% | -9.7% | +38.2% |
| 3Y | +269.3% | +136.8% | +132.5% | +231.1% |
| 5Y | +131.6% | -2.2% | +133.8% | +110.6% |
| 10Y | +286.5% | +34.0% | +252.5% | +234.4% |
| All | +2.5% | -16.9% | +19.4% | -4.5% |
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 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