+75.5%
OSCR vs POET
+56.2%
+19.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.0% | -8.0% | -0.3% |
| 7D | +5.8% | +5.6% | +0.2% | +5.6% |
| 30D | +7.1% | -2.1% | +9.2% | +7.2% |
| 3M | +36.7% | -48.8% | +85.5% | +39.9% |
| 6M | +114.3% | +15.8% | +98.5% | +88.0% |
| YTD | +124.4% | +25.1% | +99.3% | +91.9% |
| 1Y | +75.5% | +50.6% | +24.9% | +56.8% |
| All | +75.5% | +56.2% | +19.2% | +56.8% |
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