+437.5%
F vs POET
-16.9%
+454.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.9% | -9.2% | -4.4% |
| 7D | +1.2% | +17.0% | -15.9% | +0.6% |
| 30D | +1.2% | -6.7% | +8.0% | +1.4% |
| 3M | -5.7% | -32.3% | +26.7% | -4.8% |
| 6M | +17.9% | +32.3% | -14.4% | +14.1% |
| YTD | +10.4% | +31.3% | -20.9% | +6.6% |
| 1Y | +25.3% | +55.3% | -30.0% | +19.5% |
| 3Y | +37.5% | +136.8% | -99.3% | +24.0% |
| 5Y | +46.5% | -2.2% | +48.7% | +34.0% |
| 10Y | +86.4% | +34.0% | +52.4% | +60.9% |
| All | +437.5% | -16.9% | +454.4% | +339.3% |
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 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