+524.8%
FAST vs POET
+24.6%
+500.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +0.6% |
| 7D | -0.4% | +3.7% | -4.1% | -0.5% |
| 30D | -6.4% | -11.5% | +5.1% | -6.2% |
| 3M | +7.1% | -30.8% | +37.8% | +7.7% |
| 6M | +7.0% | +8.6% | -1.6% | +4.7% |
| YTD | +24.1% | +20.1% | +4.1% | +20.9% |
| 1Y | +4.4% | +35.7% | -31.3% | +0.8% |
| 3Y | +93.2% | +116.5% | -23.3% | +78.9% |
| 5Y | +106.4% | -8.4% | +114.8% | +92.5% |
| All | +524.8% | +24.6% | +500.2% | +519.7% |
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