+80.9%
ORCL vs POET
-6.5%
+87.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.6% | -6.3% | -2.1% |
| 7D | -5.4% | +0.4% | -5.7% | -5.4% |
| 30D | -2.0% | -10.4% | +8.4% | -1.2% |
| 3M | -18.1% | -29.3% | +11.2% | -16.3% |
| 6M | -7.2% | +6.9% | -14.1% | -11.6% |
| YTD | -22.2% | +25.6% | -47.7% | -27.1% |
| 1Y | -50.6% | +49.2% | -99.8% | -54.7% |
| 3Y | +22.9% | +128.4% | -105.6% | +6.0% |
| All | +80.9% | -6.5% | +87.3% | +55.9% |
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