+105.1%
OSCR vs POET
-21.9%
+127.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -4.1% | +12.7% | +8.7% |
| 7D | +15.5% | -16.4% | +31.9% | +16.2% |
| 30D | +8.5% | -37.5% | +46.1% | +10.4% |
| 3M | +15.8% | -43.1% | +58.9% | +18.1% |
| 6M | +89.5% | -31.4% | +120.9% | +82.3% |
| YTD | +144.9% | -22.9% | +167.8% | +105.3% |
| 1Y | +105.1% | -18.0% | +123.1% | +62.4% |
| All | +105.1% | -21.9% | +127.0% | +62.4% |
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