+923.4%
FN vs POET
+31.1%
+892.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +0.8% |
| 7D | +5.8% | +9.7% | -3.9% | +5.0% |
| 30D | -20.6% | -6.5% | -14.1% | -20.1% |
| 3M | -28.6% | -25.7% | -2.9% | -26.9% |
| 6M | -20.7% | +19.6% | -40.3% | -23.5% |
| YTD | -8.1% | +26.4% | -34.5% | -11.9% |
| 1Y | +13.3% | +50.1% | -36.8% | +6.8% |
| 3Y | +175.7% | +127.9% | +47.8% | +145.8% |
| 5Y | +297.4% | -5.9% | +303.3% | +258.4% |
| All | +923.4% | +31.1% | +892.3% | +888.8% |
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