+6.3%
FE vs POET
-21.9%
+28.3%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | -0.1% |
| 7D | +1.7% | -16.4% | +18.1% | +1.4% |
| 30D | +8.1% | -37.5% | +45.6% | +7.4% |
| 3M | -1.3% | -43.1% | +41.7% | -2.0% |
| 6M | +2.9% | -31.4% | +34.3% | +3.2% |
| YTD | +8.6% | -22.9% | +31.5% | +9.6% |
| 1Y | +6.3% | -18.0% | +24.3% | +7.3% |
| All | +6.3% | -21.9% | +28.3% | +7.3% |
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