-53.1%
FISV vs POET
-6.5%
-46.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.6% | +0.8% | +5.4% |
| 7D | -2.7% | +0.4% | -3.1% | -2.7% |
| 30D | 0.0% | -10.4% | +10.4% | +0.2% |
| 3M | -2.8% | -29.3% | +26.5% | -2.5% |
| 6M | -11.8% | +6.9% | -18.7% | -14.0% |
| YTD | -23.2% | +25.6% | -48.8% | -25.7% |
| 1Y | -62.0% | +49.2% | -111.1% | -63.5% |
| 3Y | -57.6% | +128.4% | -186.1% | -59.9% |
| All | -53.1% | -6.5% | -46.7% | -56.2% |
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