+658.6%
ONTO vs POET
+204.6%
+454.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.0% | -1.9% | +5.0% |
| 7D | -1.0% | +5.6% | -6.6% | -1.8% |
| 30D | -2.9% | -2.1% | -0.8% | -2.5% |
| 3M | -2.5% | -48.8% | +46.4% | +6.1% |
| 6M | +28.2% | +15.8% | +12.4% | +17.9% |
| YTD | +69.8% | +25.1% | +44.7% | +53.7% |
| 1Y | +162.9% | +50.6% | +112.3% | +127.9% |
| 3Y | +95.9% | +107.9% | -11.9% | +49.3% |
| 5Y | +244.5% | -11.0% | +255.5% | +181.4% |
| All | +658.6% | +204.6% | +454.0% | +316.8% |
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