+246.7%
FFIV vs POET
+30.3%
+216.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.6% | -1.3% | +3.1% |
| 7D | +5.4% | +0.4% | +5.1% | +5.4% |
| 30D | -2.7% | -10.4% | +7.7% | -2.3% |
| 3M | +4.5% | -29.3% | +33.9% | +5.5% |
| 6M | +42.2% | +6.9% | +35.3% | +38.3% |
| YTD | +61.3% | +25.6% | +35.7% | +55.4% |
| 1Y | +23.0% | +49.2% | -26.1% | +17.3% |
| 3Y | +156.3% | +128.4% | +27.8% | +132.6% |
| 5Y | +102.9% | -4.2% | +107.1% | +86.4% |
| All | +246.7% | +30.3% | +216.3% | +224.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling