+174.4%
FN vs POET
+130.8%
+43.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.9% | -2.7% | +1.5% |
| 7D | +3.5% | +17.0% | -13.5% | +1.2% |
| 30D | -26.0% | -6.7% | -19.2% | -25.1% |
| 3M | -33.3% | -32.3% | -0.9% | -29.8% |
| 6M | -14.9% | +32.3% | -47.3% | -21.7% |
| YTD | -8.6% | +31.3% | -39.8% | -16.2% |
| 1Y | +12.3% | +55.3% | -43.0% | -0.5% |
| 3Y | +174.4% | +136.8% | +37.6% | +125.4% |
| All | +174.4% | +130.8% | +43.6% | +125.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling