+12.3%
FN vs POET
+50.9%
-38.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +1.2% |
| 7D | +5.8% | +9.7% | -3.9% | +3.7% |
| 30D | -20.6% | -6.5% | -14.1% | -19.3% |
| 3M | -28.6% | -25.7% | -2.9% | -24.8% |
| 6M | -20.7% | +19.6% | -40.3% | -29.3% |
| YTD | -8.1% | +26.4% | -34.5% | -19.6% |
| All | +12.3% | +50.9% | -38.7% | -4.2% |
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