+26.4%
P vs POET
+56.2%
-29.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +8.0% | -6.7% | +0.6% |
| 7D | +6.5% | +5.6% | +0.9% | +5.9% |
| 30D | +18.8% | -2.1% | +20.9% | +18.9% |
| 3M | +26.7% | -48.8% | +75.6% | +31.6% |
| 6M | +62.2% | +15.8% | +46.4% | +58.2% |
| YTD | +48.5% | +25.1% | +23.4% | +44.1% |
| 1Y | +26.4% | +50.6% | -24.2% | +33.4% |
| All | +26.4% | +56.2% | -29.8% | +33.4% |
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