-5.8%
OSCR vs POET
-13.6%
+7.8%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | +0.3% |
| 7D | +1.6% | +0.4% | +1.2% | +1.6% |
| 30D | +10.7% | -10.4% | +21.0% | +11.4% |
| 3M | +13.4% | -29.3% | +42.7% | +15.1% |
| 6M | +144.6% | +6.9% | +137.7% | +126.2% |
| YTD | +128.0% | +25.6% | +102.5% | +106.4% |
| 1Y | +68.7% | +49.2% | +19.5% | +48.3% |
| 3Y | +398.8% | +128.4% | +270.3% | +289.8% |
| 5Y | +87.3% | -4.2% | +91.5% | +59.1% |
| All | -5.8% | -13.6% | +7.8% | -21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling