-9.9%
LOW vs POET
+120.8%
-130.7%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | 0.0% |
| 7D | -3.7% | +0.4% | -4.1% | -3.7% |
| 30D | -8.9% | -10.4% | +1.5% | -8.8% |
| 3M | -10.4% | -29.3% | +18.9% | -10.1% |
| 6M | -19.4% | +6.9% | -26.3% | -20.7% |
| YTD | -17.1% | +25.6% | -42.7% | -18.8% |
| 1Y | -26.3% | +49.2% | -75.4% | -28.4% |
| 3Y | -9.9% | +128.4% | -138.3% | -16.7% |
| All | -9.9% | +120.8% | -130.7% | -16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling