+2,199.0%
FIX vs POET
-7.0%
+2,206.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.7% | -1.7% |
| 7D | +3.5% | +9.7% | -6.2% | +2.6% |
| 30D | -3.5% | -6.5% | +3.0% | -2.9% |
| 3M | -11.8% | -25.7% | +13.9% | -9.8% |
| 6M | +17.8% | +19.6% | -1.8% | +9.1% |
| YTD | +73.3% | +26.4% | +46.9% | +58.9% |
| 1Y | +128.1% | +50.1% | +78.0% | +104.1% |
| 3Y | +772.7% | +127.9% | +644.7% | +621.5% |
| All | +2,199.0% | -7.0% | +2,206.0% | +1,809.3% |
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 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