+3,689.8%
FN vs POET
+164.0%
+3,525.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +8.0% | -4.9% | +2.8% |
| 7D | -1.7% | +5.6% | -7.3% | -1.9% |
| 30D | -22.0% | -2.1% | -19.9% | -21.8% |
| 3M | -43.0% | -48.8% | +5.8% | -41.5% |
| 6M | -27.7% | +15.8% | -43.5% | -28.7% |
| YTD | -10.5% | +25.1% | -35.6% | -12.0% |
| 1Y | +12.5% | +50.6% | -38.1% | +9.8% |
| 3Y | +153.8% | +107.9% | +45.9% | +143.0% |
| 5Y | +288.0% | -11.0% | +299.0% | +271.8% |
| 10Y | +906.4% | +25.7% | +880.7% | +879.2% |
| All | +3,689.8% | +164.0% | +3,525.8% | +3,859.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling