+1,398.9%
FLEX vs POET
-16.9%
+1,415.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.9% | -0.5% | +4.1% |
| 7D | +7.0% | +17.0% | -10.1% | +6.1% |
| 30D | -5.8% | -6.7% | +0.9% | -5.5% |
| 3M | -24.2% | -32.3% | +8.1% | -22.9% |
| 6M | +90.8% | +32.3% | +58.5% | +84.1% |
| YTD | +89.2% | +31.3% | +57.9% | +82.3% |
| 1Y | +104.7% | +55.3% | +49.4% | +94.7% |
| 3Y | +478.1% | +136.8% | +341.3% | +420.7% |
| 5Y | +726.2% | -2.2% | +728.4% | +654.0% |
| 10Y | +1,060.6% | +34.0% | +1,026.6% | +914.7% |
| All | +1,398.9% | -16.9% | +1,415.8% | +1,318.9% |
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