-65.8%
ETSY vs POET
-6.5%
-59.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +1.4% |
| 7D | -4.9% | +0.4% | -5.3% | -4.9% |
| 30D | -8.6% | -10.4% | +1.7% | -8.3% |
| 3M | +4.8% | -29.3% | +34.1% | +5.8% |
| 6M | +38.1% | +6.9% | +31.2% | +30.6% |
| YTD | +31.2% | +25.6% | +5.6% | +22.1% |
| 1Y | +22.1% | +49.2% | -27.1% | +11.2% |
| 3Y | +12.2% | +128.4% | -116.2% | -5.9% |
| All | -65.8% | -6.5% | -59.3% | -71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling