+221.9%
COMP vs POET
+130.8%
+91.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.9% | -8.3% | -3.7% |
| 7D | +4.1% | +17.0% | -13.0% | +2.9% |
| 30D | -14.5% | -6.7% | -7.8% | -14.2% |
| 3M | +41.8% | -32.3% | +74.1% | +44.5% |
| 6M | +23.6% | +32.3% | -8.8% | +11.7% |
| YTD | +1.7% | +31.3% | -29.6% | -8.5% |
| 1Y | +12.6% | +55.3% | -42.8% | -2.1% |
| 3Y | +221.9% | +136.8% | +85.1% | +139.8% |
| All | +221.9% | +130.8% | +91.0% | +139.8% |
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 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