-51.7%
FIG vs POET
-21.9%
-29.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -4.1% | +9.4% | +5.3% |
| 7D | -4.7% | -16.4% | +11.8% | -4.4% |
| 30D | +0.5% | -37.5% | +38.1% | +1.0% |
| 3M | -18.4% | -43.1% | +24.7% | -18.0% |
| 6M | +10.9% | -31.4% | +42.2% | +4.8% |
| YTD | -40.8% | -22.9% | -17.9% | -49.8% |
| 1Y | -51.7% | -18.0% | -33.7% | -59.8% |
| All | -51.7% | -21.9% | -29.8% | -59.8% |
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 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