+181.9%
FANG vs POET
+30.3%
+151.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.5% |
| 7D | +2.9% | +0.4% | +2.5% | +2.8% |
| 30D | +2.6% | -10.4% | +13.0% | +3.2% |
| 3M | +7.6% | -29.3% | +36.9% | +9.2% |
| 6M | +17.3% | +6.9% | +10.5% | +9.9% |
| YTD | +38.7% | +25.6% | +13.1% | +27.2% |
| 1Y | +51.6% | +49.2% | +2.5% | +34.8% |
| 3Y | +50.0% | +128.4% | -78.5% | +15.5% |
| 5Y | +237.6% | -4.2% | +241.8% | +172.5% |
| All | +181.9% | +30.3% | +151.6% | +126.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling