+236.6%
EOG vs POET
-20.5%
+257.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -0.2% |
| 7D | +1.5% | +0.4% | +1.1% | +1.5% |
| 30D | +2.9% | -10.4% | +13.3% | +3.2% |
| 3M | +8.7% | -29.3% | +38.1% | +9.4% |
| 6M | +12.9% | +6.9% | +6.0% | +9.9% |
| YTD | +43.8% | +25.6% | +18.2% | +38.9% |
| 1Y | +27.1% | +49.2% | -22.1% | +21.2% |
| 3Y | +25.9% | +128.4% | -102.5% | +13.6% |
| 5Y | +177.9% | -4.2% | +182.2% | +154.3% |
| 10Y | +119.7% | +30.3% | +89.3% | +90.4% |
| All | +236.6% | -20.5% | +257.1% | +157.5% |
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