+755.5%
FN vs POET
+136.8%
+618.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.8% | +2.7% | -3.5% |
| 7D | +20.8% | +22.3% | -1.5% | +18.6% |
| 30D | -17.3% | -17.6% | +0.3% | -15.6% |
| 3M | -38.1% | -41.3% | +3.1% | -35.0% |
| 6M | -44.2% | -62.1% | +17.8% | -39.9% |
| YTD | -22.3% | -17.7% | -4.6% | -22.4% |
| 1Y | -20.9% | +3.2% | -24.1% | -22.1% |
| 3Y | +111.1% | +294.7% | -183.6% | +92.5% |
| 5Y | +191.8% | -37.2% | +229.0% | +174.4% |
| All | +755.5% | +136.8% | +618.7% | +732.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling