-51.1%
FIS vs POET
-21.9%
-29.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -4.1% | -19.5% | -23.8% |
| 7D | -18.4% | -16.4% | -2.0% | -19.0% |
| 30D | -11.4% | -37.5% | +26.1% | -12.8% |
| 3M | -32.0% | -43.1% | +11.1% | -33.2% |
| 6M | -35.6% | -31.4% | -4.2% | -36.5% |
| YTD | -53.8% | -22.9% | -30.9% | -54.4% |
| 1Y | -51.1% | -18.0% | -33.1% | -51.5% |
| All | -51.1% | -21.9% | -29.2% | -51.5% |
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