+34.6%
FROG vs POET
+89.3%
-54.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.6% | -6.3% | -1.9% |
| 7D | -0.5% | +0.4% | -0.9% | -0.5% |
| 30D | +1.3% | -10.4% | +11.7% | +1.9% |
| 3M | +11.1% | -29.3% | +40.4% | +12.5% |
| 6M | +108.3% | +6.9% | +101.5% | +100.1% |
| YTD | +39.6% | +25.6% | +14.0% | +32.4% |
| 1Y | +74.7% | +49.2% | +25.6% | +63.5% |
| 3Y | +224.1% | +128.4% | +95.6% | +187.9% |
| 5Y | +138.4% | -4.2% | +142.6% | +120.0% |
| All | +34.6% | +89.3% | -54.7% | +18.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling