+60.7%
COP vs POET
-21.9%
+82.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.1% | -1.0% | -5.2% |
| 7D | -8.1% | -16.4% | +8.3% | -8.1% |
| 30D | +6.7% | -37.5% | +44.2% | +6.8% |
| 3M | +16.9% | -43.1% | +59.9% | +17.1% |
| 6M | +11.2% | -31.4% | +42.5% | +10.0% |
| YTD | +49.5% | -22.9% | +72.4% | +40.9% |
| 1Y | +60.7% | -18.0% | +78.7% | +50.0% |
| All | +60.7% | -21.9% | +82.6% | +50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling