+753.8%
FIX vs POET
+111.1%
+642.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -1.0% |
| 7D | +0.7% | +3.7% | -3.0% | +0.3% |
| 30D | -5.7% | -11.5% | +5.8% | -4.6% |
| 3M | -7.4% | -30.8% | +23.3% | -4.5% |
| 6M | +15.1% | +8.6% | +6.5% | +6.6% |
| YTD | +70.7% | +20.1% | +50.6% | +55.6% |
| 1Y | +111.9% | +35.7% | +76.2% | +88.9% |
| All | +753.8% | +111.1% | +642.6% | +609.3% |
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