+53.3%
FLNC vs POET
+56.2%
-2.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.0% | -6.6% | -0.6% |
| 7D | -4.9% | +5.6% | -10.5% | -6.3% |
| 30D | -27.3% | -2.1% | -25.2% | -27.0% |
| 3M | -61.9% | -48.8% | -13.0% | -55.9% |
| 6M | -34.5% | +15.8% | -50.3% | -46.2% |
| YTD | -47.7% | +25.1% | -72.8% | -59.3% |
| 1Y | +53.3% | +50.6% | +2.8% | +41.2% |
| All | +53.3% | +56.2% | -2.9% | +41.2% |
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