+1,036.2%
FTI vs POET
-6.5%
+1,042.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.6% | +0.8% |
| 7D | -4.4% | +0.4% | -4.8% | -4.4% |
| 30D | +1.5% | -10.4% | +11.9% | +1.9% |
| 3M | +8.2% | -29.3% | +37.5% | +9.4% |
| 6M | +18.8% | +6.9% | +12.0% | +13.8% |
| YTD | +71.7% | +25.6% | +46.1% | +62.4% |
| 1Y | +90.0% | +49.2% | +40.9% | +76.3% |
| 3Y | +270.5% | +128.4% | +142.0% | +230.4% |
| All | +1,036.2% | -6.5% | +1,042.7% | +952.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling