+227.5%
LOW vs POET
+30.3%
+197.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | 0.0% |
| 7D | -3.7% | +0.4% | -4.1% | -3.8% |
| 30D | -8.9% | -10.4% | +1.5% | -8.6% |
| 3M | -10.4% | -29.3% | +18.9% | -9.8% |
| 6M | -19.4% | +6.9% | -26.3% | -21.6% |
| YTD | -17.1% | +25.6% | -42.7% | -20.1% |
| 1Y | -26.3% | +49.2% | -75.4% | -29.9% |
| 3Y | -9.9% | +128.4% | -138.3% | -19.5% |
| 5Y | +6.1% | -4.2% | +10.3% | -3.7% |
| All | +227.5% | +30.3% | +197.2% | +172.7% |
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 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