+562.3%
O vs POET
-20.0%
+582.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.7% | +2.2% | -1.5% |
| 7D | -2.3% | +9.7% | -12.0% | -2.4% |
| 30D | -2.4% | -6.5% | +4.1% | -2.4% |
| 3M | -0.6% | -25.7% | +25.1% | -0.4% |
| 6M | -5.0% | +19.6% | -24.6% | -6.1% |
| YTD | +10.4% | +26.4% | -16.0% | +9.0% |
| 1Y | +6.6% | +50.1% | -43.5% | +4.7% |
| 3Y | +28.4% | +127.9% | -99.5% | +23.6% |
| 5Y | +15.3% | -5.9% | +21.2% | +11.6% |
| 10Y | +55.3% | +31.1% | +24.2% | +47.4% |
| All | +562.3% | -20.0% | +582.3% | +563.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling