+476.3%
ONTO vs POET
+97.3%
+379.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.3% | -2.6% |
| 7D | +17.5% | +1.2% | +16.3% | +17.4% |
| 30D | -15.7% | -12.2% | -3.5% | -13.7% |
| 3M | -39.7% | -42.4% | +2.7% | -34.4% |
| 6M | -26.5% | -64.3% | +37.8% | -16.6% |
| YTD | +29.0% | -19.0% | +47.9% | +25.0% |
| 1Y | +57.0% | +9.1% | +47.8% | +45.7% |
| 3Y | +50.0% | +297.7% | -247.7% | +7.8% |
| 5Y | +127.3% | -38.2% | +165.4% | +97.8% |
| All | +476.3% | +97.3% | +379.0% | +239.1% |
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