+199.3%
D vs POET
-16.9%
+216.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.9% | -4.3% | +0.5% |
| 7D | +0.8% | +17.0% | -16.3% | +0.6% |
| 30D | -0.7% | -6.7% | +6.0% | -0.7% |
| 3M | +2.1% | -32.3% | +34.4% | +2.4% |
| 6M | +6.8% | +32.3% | -25.5% | +5.4% |
| YTD | +16.5% | +31.3% | -14.7% | +14.8% |
| 1Y | +19.2% | +55.3% | -36.2% | +16.8% |
| 3Y | +61.9% | +136.8% | -74.9% | +54.7% |
| 5Y | +6.5% | -2.2% | +8.8% | +2.4% |
| 10Y | +35.3% | +34.0% | +1.2% | +26.6% |
| All | +199.3% | -16.9% | +216.2% | +163.1% |
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