+43.1%
ONTO vs POET
-21.9%
+65.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -4.1% | -4.6% | -7.7% |
| 7D | -17.4% | -16.4% | -0.9% | -13.7% |
| 30D | -43.2% | -37.5% | -5.7% | -36.7% |
| 3M | -35.7% | -43.1% | +7.3% | -26.8% |
| 6M | -38.3% | -31.4% | -6.9% | -33.7% |
| YTD | +17.1% | -22.9% | +40.0% | +9.7% |
| 1Y | +43.1% | -18.0% | +61.1% | +31.5% |
| All | +43.1% | -21.9% | +65.1% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling