+13.8%
ORCL vs POET
+294.6%
-280.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.2% | -1.2% |
| 7D | +8.0% | +1.2% | +6.8% | +7.8% |
| 30D | -4.0% | -12.2% | +8.2% | -2.7% |
| 3M | -19.5% | -42.4% | +23.0% | -14.9% |
| 6M | -33.5% | -64.3% | +30.8% | -28.0% |
| YTD | -34.8% | -19.0% | -15.9% | -37.5% |
| 1Y | -41.6% | +9.1% | -50.8% | -45.6% |
| 3Y | +13.8% | +297.7% | -283.9% | -5.1% |
| All | +13.8% | +294.6% | -280.9% | -5.1% |
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