+494.2%
FIX vs POET
+294.6%
+199.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.2% | -1.2% |
| 7D | +9.4% | +1.2% | +8.2% | +9.3% |
| 30D | -27.8% | -12.2% | -15.6% | -26.7% |
| 3M | -35.6% | -42.4% | +6.9% | -31.5% |
| 6M | -45.2% | -64.3% | +19.1% | -40.3% |
| YTD | +19.5% | -19.0% | +38.4% | +13.0% |
| 1Y | +24.2% | +9.1% | +15.1% | +13.3% |
| 3Y | +494.2% | +297.7% | +196.5% | +377.6% |
| All | +494.2% | +294.6% | +199.5% | +377.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling