+888.4%
FN vs POET
+24.6%
+863.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.0% | +1.6% | -3.0% |
| 7D | +2.3% | +3.7% | -1.4% | +1.9% |
| 30D | -23.2% | -11.5% | -11.7% | -22.3% |
| 3M | -30.4% | -30.8% | +0.4% | -28.3% |
| 6M | -25.6% | +8.6% | -34.2% | -27.7% |
| YTD | -11.3% | +20.1% | -31.3% | -14.5% |
| 1Y | +8.4% | +35.7% | -27.3% | +2.9% |
| 3Y | +166.2% | +116.5% | +49.7% | +138.4% |
| 5Y | +290.3% | -8.4% | +298.8% | +253.3% |
| All | +888.4% | +24.6% | +863.8% | +859.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling