+479.8%
FLEX vs POET
+120.8%
+358.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +4.6% | +2.6% | +6.6% |
| 7D | +5.7% | +0.4% | +5.3% | +5.7% |
| 30D | -7.0% | -10.4% | +3.3% | -5.8% |
| 3M | -23.8% | -29.3% | +5.5% | -21.2% |
| 6M | +82.6% | +6.9% | +75.8% | +70.8% |
| YTD | +91.6% | +25.6% | +66.0% | +75.5% |
| 1Y | +100.6% | +49.2% | +51.4% | +78.5% |
| 3Y | +479.8% | +128.4% | +351.3% | +402.9% |
| All | +479.8% | +120.8% | +358.9% | +402.9% |
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 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