-84.3%
OPEN vs POET
-6.5%
-77.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.0% | -0.9% |
| 7D | -11.4% | +0.4% | -11.8% | -11.5% |
| 30D | -20.1% | -10.4% | -9.7% | -19.1% |
| 3M | -37.6% | -29.3% | -8.3% | -35.6% |
| 6M | -47.1% | +6.9% | -53.9% | -52.2% |
| YTD | -52.1% | +25.6% | -77.7% | -58.1% |
| 1Y | -73.5% | +49.2% | -122.6% | -77.7% |
| 3Y | -24.4% | +128.4% | -152.8% | -46.8% |
| All | -84.3% | -6.5% | -77.8% | -88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling