-84.3%
FRMI vs POET
+43.2%
-127.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +8.0% | -2.7% | +3.6% |
| 7D | +2.4% | +5.6% | -3.2% | +1.2% |
| 30D | -17.3% | -2.1% | -15.2% | -16.9% |
| 3M | -17.2% | -48.8% | +31.7% | -7.4% |
| 6M | -43.4% | +15.8% | -59.2% | -52.7% |
| YTD | -36.0% | +25.1% | -61.1% | -49.4% |
| All | -84.3% | +43.2% | -127.5% | -87.3% |
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