-80.9%
FIG vs POET
+37.5%
-118.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.7% | +0.5% | -3.1% |
| 7D | -14.5% | +9.7% | -24.2% | -14.8% |
| 30D | -13.3% | -6.5% | -6.8% | -13.2% |
| 3M | +7.4% | -25.7% | +33.1% | +8.3% |
| 6M | -27.8% | +19.6% | -47.4% | -37.9% |
| YTD | -41.1% | +26.4% | -67.5% | -51.1% |
| 1Y | -58.7% | +50.1% | -108.8% | -62.9% |
| All | -80.9% | +37.5% | -118.4% | -82.7% |
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 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