-79.9%
FIG vs POET
+36.6%
-116.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.6% | +0.2% | +4.6% |
| 7D | -3.8% | +0.4% | -4.2% | -3.8% |
| 30D | -2.3% | -10.4% | +8.1% | -2.0% |
| 3M | +20.0% | -29.3% | +49.3% | +21.3% |
| 6M | -16.7% | +6.9% | -23.5% | -27.1% |
| YTD | -37.9% | +25.6% | -63.5% | -48.5% |
| 1Y | -58.5% | +49.2% | -107.7% | -62.7% |
| All | -79.9% | +36.6% | -116.5% | -81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling