+42.7%
ORCL vs POET
-40.3%
+83.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.2% | -1.2% |
| 7D | +8.0% | +1.2% | +6.8% | +7.9% |
| 30D | -4.0% | -12.2% | +8.2% | -2.9% |
| 3M | -19.5% | -42.4% | +23.0% | -15.8% |
| 6M | -33.5% | -64.3% | +30.8% | -28.9% |
| YTD | -34.8% | -19.0% | -15.9% | -36.7% |
| 1Y | -41.6% | +9.1% | -50.8% | -44.5% |
| 3Y | +13.8% | +297.7% | -283.9% | +0.4% |
| All | +42.7% | -40.3% | +83.0% | +20.5% |
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 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