-71.6%
FLNC vs POET
-8.6%
-63.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.6% | -2.1% | +1.7% |
| 7D | -4.1% | +0.4% | -4.4% | -4.0% |
| 30D | -24.8% | -10.4% | -14.4% | -23.4% |
| 3M | -59.1% | -29.3% | -29.8% | -57.0% |
| 6M | -42.0% | +6.9% | -48.8% | -46.0% |
| YTD | -49.8% | +25.6% | -75.4% | -54.5% |
| 1Y | +43.1% | +49.2% | -6.1% | +26.7% |
| 3Y | -61.0% | +128.4% | -189.4% | -69.0% |
| All | -71.6% | -8.6% | -63.0% | -74.1% |
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 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