-67.8%
FCUV vs POET
+14.2%
-82.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.6% | -1.3% | +4.9% |
| 7D | -66.5% | +0.4% | -66.8% | -65.3% |
| 30D | +5.0% | -10.4% | +15.3% | +5.7% |
| 3M | +63.8% | -29.3% | +93.1% | +71.7% |
| 6M | -67.8% | +6.9% | -74.7% | -69.9% |
| All | -67.8% | +14.2% | -82.1% | -69.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling