+38.4%
FAST vs POET
+4.7%
+33.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.6% |
| 7D | +4.2% | +1.2% | +3.0% | +4.1% |
| 30D | +6.7% | -12.2% | +18.8% | +6.7% |
| 3M | +8.0% | -42.4% | +50.5% | +8.2% |
| 6M | +27.4% | -64.3% | +91.7% | +28.0% |
| YTD | +40.5% | -19.0% | +59.5% | +36.5% |
| 1Y | +38.4% | +9.1% | +29.2% | +31.8% |
| All | +38.4% | +4.7% | +33.7% | +31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling