+1,218.1%
FAST vs POET
-20.8%
+1,238.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.0% | -7.3% | +0.6% |
| 7D | -0.4% | +5.6% | -6.0% | -0.5% |
| 30D | -0.8% | -2.1% | +1.3% | -0.8% |
| 3M | +5.8% | -48.8% | +54.6% | +6.7% |
| 6M | +8.0% | +15.8% | -7.8% | +6.2% |
| YTD | +25.6% | +25.1% | +0.5% | +23.2% |
| 1Y | +0.8% | +50.6% | -49.8% | -1.8% |
| 3Y | +86.1% | +107.9% | -21.8% | +76.3% |
| 5Y | +100.2% | -11.0% | +111.2% | +90.7% |
| 10Y | +494.2% | +25.7% | +468.5% | +451.6% |
| All | +1,218.1% | -20.8% | +1,238.9% | +1,378.0% |
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