-17.9%
FN vs POET
+3.9%
-21.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +10.3% | -4.4% | +3.0% |
| 7D | +8.0% | +14.5% | -6.5% | +4.3% |
| 30D | -19.1% | -12.8% | -6.4% | -16.1% |
| 3M | -29.8% | -34.9% | +5.1% | -21.7% |
| 6M | -43.2% | -59.8% | +16.6% | -32.3% |
| YTD | -18.9% | -11.7% | -7.3% | -28.4% |
| 1Y | -17.9% | +5.7% | -23.5% | -30.0% |
| All | -17.9% | +3.9% | -21.8% | -30.0% |
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