+92.4%
FOXA vs POET
+218.0%
-125.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +1.0% |
| 7D | +0.8% | +0.4% | +0.4% | +0.8% |
| 30D | +5.0% | -10.4% | +15.4% | +5.4% |
| 3M | -3.0% | -29.3% | +26.3% | -2.4% |
| 6M | +14.8% | +6.9% | +7.9% | +10.6% |
| YTD | -8.9% | +25.6% | -34.5% | -13.2% |
| 1Y | +13.3% | +49.2% | -35.8% | +6.0% |
| 3Y | +115.4% | +128.4% | -13.0% | +85.5% |
| 5Y | +95.3% | -4.2% | +99.5% | +75.1% |
| All | +92.4% | +218.0% | -125.6% | +41.9% |
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