+25.0%
FLEX vs POET
-21.9%
+46.9%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -4.1% | -8.2% | -11.5% |
| 7D | -17.0% | -16.4% | -0.5% | -13.8% |
| 30D | -33.8% | -37.5% | +3.7% | -27.3% |
| 3M | -39.0% | -43.1% | +4.0% | -31.9% |
| 6M | -15.9% | -31.4% | +15.5% | -12.5% |
| YTD | +27.8% | -22.9% | +50.7% | +14.4% |
| 1Y | +25.0% | -18.0% | +42.9% | +9.2% |
| All | +25.0% | -21.9% | +46.9% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling