-49.5%
ORCL vs POET
-21.9%
-27.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | -1.3% |
| 7D | -14.4% | -16.4% | +2.0% | -12.0% |
| 30D | -12.8% | -37.5% | +24.7% | -6.6% |
| 3M | -14.8% | -43.1% | +28.3% | -7.8% |
| 6M | -30.9% | -31.4% | +0.5% | -28.9% |
| YTD | -35.7% | -22.9% | -12.8% | -42.9% |
| 1Y | -49.5% | -18.0% | -31.5% | -56.0% |
| All | -49.5% | -21.9% | -27.6% | -56.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling