+441.8%
OSCR vs POET
+114.7%
+327.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -6.5% | +9.7% | +3.4% |
| 7D | +4.8% | -6.2% | +11.0% | +5.1% |
| 30D | +3.2% | -22.4% | +25.6% | +4.2% |
| 3M | +19.6% | -40.7% | +60.3% | +21.7% |
| 6M | +155.6% | +8.8% | +146.8% | +142.0% |
| YTD | +135.3% | +17.4% | +117.9% | +120.7% |
| 1Y | +74.9% | +41.8% | +33.1% | +61.6% |
| 3Y | +441.8% | +114.1% | +327.7% | +311.9% |
| All | +441.8% | +114.7% | +327.1% | +311.9% |
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 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