-95.7%
FCUV vs POET
-23.6%
-72.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.6% | -1.3% | +3.3% |
| 7D | -66.5% | +0.4% | -66.8% | -66.4% |
| 30D | +5.0% | -10.4% | +15.3% | +5.0% |
| 3M | +63.8% | -29.3% | +93.1% | +64.7% |
| 6M | -67.8% | +6.9% | -74.7% | -68.9% |
| YTD | -82.4% | +25.6% | -108.0% | -83.1% |
| 1Y | -94.7% | +49.2% | -143.9% | -95.0% |
| 3Y | -99.3% | +128.4% | -227.7% | -99.3% |
| 5Y | -99.9% | -4.2% | -95.6% | -99.9% |
| 10Y | -98.6% | +30.3% | -128.9% | -98.5% |
| All | -95.7% | -23.6% | -72.2% | -95.8% |
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 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