+43.1%
FLNC vs POET
+40.7%
+2.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.6% | -2.1% | +1.2% |
| 7D | -4.1% | +0.4% | -4.4% | -4.0% |
| 30D | -24.8% | -10.4% | -14.4% | -22.6% |
| 3M | -59.1% | -29.3% | -29.8% | -55.8% |
| 6M | -42.0% | +6.9% | -48.8% | -51.2% |
| YTD | -49.8% | +25.6% | -75.4% | -61.1% |
| 1Y | +43.1% | +49.2% | -6.1% | +32.1% |
| All | +43.1% | +40.7% | +2.4% | +32.1% |
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