-60.8%
EOSE vs POET
+89.3%
-150.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -2.0% |
| 7D | +1.8% | +0.4% | +1.4% | +1.8% |
| 30D | -6.8% | -10.4% | +3.5% | -4.5% |
| 3M | -36.3% | -29.3% | -7.0% | -31.9% |
| 6M | -38.8% | +6.9% | -45.6% | -45.1% |
| YTD | -65.5% | +25.6% | -91.1% | -70.2% |
| 1Y | -45.3% | +49.2% | -94.4% | -54.4% |
| 3Y | +44.2% | +128.4% | -84.3% | +0.7% |
| 5Y | -69.5% | -4.2% | -65.3% | -77.5% |
| All | -60.8% | +89.3% | -150.1% | -69.4% |
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