+6,577.3%
FIX vs POET
+30.3%
+6,547.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.6% | +1.7% | +6.0% |
| 7D | +5.0% | +0.4% | +4.6% | +5.0% |
| 30D | -2.7% | -10.4% | +7.7% | -2.0% |
| 3M | -8.2% | -29.3% | +21.1% | -6.3% |
| 6M | +20.3% | +6.9% | +13.4% | +14.8% |
| YTD | +81.4% | +25.6% | +55.8% | +70.8% |
| 1Y | +121.5% | +49.2% | +72.3% | +104.7% |
| 3Y | +807.4% | +128.4% | +679.0% | +682.2% |
| 5Y | +2,306.7% | -4.2% | +2,310.9% | +2,004.1% |
| All | +6,577.3% | +30.3% | +6,547.0% | +5,692.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling