+696.1%
ONTO vs POET
+205.8%
+490.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.6% | 0.0% | +3.9% |
| 7D | +4.9% | +0.4% | +4.6% | +4.9% |
| 30D | -16.6% | -10.4% | -6.3% | -15.3% |
| 3M | -7.3% | -29.3% | +22.0% | -2.8% |
| 6M | +45.9% | +6.9% | +39.1% | +35.5% |
| YTD | +78.2% | +25.6% | +52.6% | +61.2% |
| 1Y | +159.8% | +49.2% | +110.7% | +125.7% |
| 3Y | +123.4% | +128.4% | -5.0% | +67.9% |
| 5Y | +265.8% | -4.2% | +270.0% | +194.8% |
| All | +696.1% | +205.8% | +490.3% | +337.3% |
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