-71.6%
OPEN vs POET
+102.7%
-174.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.9% | -7.5% | -3.1% |
| 7D | +1.0% | +17.0% | -16.1% | -1.0% |
| 30D | -11.9% | -6.7% | -5.2% | -11.3% |
| 3M | -28.8% | -32.3% | +3.6% | -26.2% |
| 6M | -38.6% | +32.3% | -70.9% | -46.0% |
| YTD | -47.3% | +31.3% | -78.6% | -54.1% |
| 1Y | -49.2% | +55.3% | -104.5% | -57.5% |
| 3Y | -18.8% | +136.8% | -155.5% | -43.3% |
| 5Y | -83.6% | -2.2% | -81.4% | -87.8% |
| All | -71.6% | +102.7% | -174.3% | -80.5% |
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