-6.7%
EFX vs POET
-21.9%
+15.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.1% | +6.5% | +2.2% |
| 7D | +9.2% | -16.4% | +25.6% | +8.4% |
| 30D | +34.8% | -37.5% | +72.3% | +32.5% |
| 3M | +8.8% | -43.1% | +51.9% | +6.8% |
| 6M | +12.3% | -31.4% | +43.7% | +11.3% |
| YTD | -10.6% | -22.9% | +12.3% | -12.6% |
| 1Y | -6.7% | -18.0% | +11.2% | -9.3% |
| All | -6.7% | -21.9% | +15.2% | -9.3% |
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