+14,768.8%
FIX vs POET
-20.8%
+14,789.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.0% | -6.1% | +1.6% |
| 7D | +6.0% | +5.6% | +0.4% | +5.8% |
| 30D | -7.2% | -2.1% | -5.1% | -7.2% |
| 3M | -15.9% | -48.8% | +33.0% | -14.0% |
| 6M | +12.7% | +15.8% | -3.0% | +9.8% |
| YTD | +72.8% | +25.1% | +47.7% | +67.5% |
| 1Y | +122.9% | +50.6% | +72.3% | +113.9% |
| 3Y | +774.3% | +107.9% | +666.4% | +709.3% |
| 5Y | +2,049.5% | -11.0% | +2,060.5% | +1,903.5% |
| 10Y | +5,821.5% | +25.7% | +5,795.7% | +5,262.6% |
| All | +14,768.8% | -20.8% | +14,789.6% | +12,994.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling