+689.7%
FLEX vs POET
-11.6%
+701.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.0% | +0.9% | -3.6% |
| 7D | +0.1% | +3.7% | -3.6% | -0.3% |
| 30D | -11.8% | -11.5% | -0.2% | -10.5% |
| 3M | -22.6% | -30.8% | +8.2% | -19.8% |
| 6M | +77.3% | +8.6% | +68.8% | +66.1% |
| YTD | +78.8% | +20.1% | +58.7% | +65.1% |
| 1Y | +86.1% | +35.7% | +50.3% | +67.5% |
| 3Y | +446.2% | +116.5% | +329.7% | +346.8% |
| 5Y | +689.7% | -8.4% | +698.1% | +559.5% |
| All | +689.7% | -11.6% | +701.3% | +559.5% |
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