-24.1%
OPEN vs POET
+111.1%
-135.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.0% | -1.7% | -6.1% |
| 7D | -10.5% | +3.7% | -14.2% | -10.9% |
| 30D | -21.8% | -11.5% | -10.3% | -20.8% |
| 3M | -37.5% | -30.8% | -6.7% | -35.6% |
| 6M | -44.1% | +8.6% | -52.7% | -49.0% |
| YTD | -52.0% | +20.1% | -72.0% | -57.0% |
| 1Y | -52.2% | +35.7% | -87.9% | -58.4% |
| All | -24.1% | +111.1% | -135.2% | -55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling