+15,120.9%
FIX vs POET
-16.9%
+15,137.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.9% | -2.6% | +2.2% |
| 7D | +6.1% | +17.0% | -11.0% | +5.4% |
| 30D | -2.7% | -6.7% | +4.1% | -2.4% |
| 3M | -10.9% | -32.3% | +21.4% | -9.8% |
| 6M | +29.0% | +32.3% | -3.3% | +25.0% |
| YTD | +76.9% | +31.3% | +45.6% | +71.2% |
| 1Y | +130.7% | +55.3% | +75.4% | +121.1% |
| 3Y | +790.7% | +136.8% | +653.9% | +721.4% |
| 5Y | +2,185.6% | -2.2% | +2,187.8% | +2,024.4% |
| 10Y | +5,993.3% | +34.0% | +5,959.3% | +5,406.7% |
| All | +15,120.9% | -16.9% | +15,137.8% | +13,279.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling