+501.6%
FDX vs POET
-16.9%
+518.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.9% | -7.5% | -2.7% |
| 7D | -3.3% | +17.0% | -20.4% | -3.7% |
| 30D | -1.4% | -6.7% | +5.3% | -1.3% |
| 3M | -4.5% | -32.3% | +27.8% | -3.8% |
| 6M | +9.4% | +32.3% | -22.9% | +6.6% |
| YTD | +36.0% | +31.3% | +4.7% | +32.2% |
| 1Y | +75.5% | +55.3% | +20.2% | +69.0% |
| 3Y | +62.8% | +136.8% | -74.0% | +50.4% |
| 5Y | +64.4% | -2.2% | +66.6% | +53.5% |
| 10Y | +175.5% | +34.0% | +141.4% | +146.4% |
| All | +501.6% | -16.9% | +518.5% | +415.0% |
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