+17.5%
P vs POET
-21.9%
+39.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.1% | -0.9% | -4.5% |
| 7D | -19.4% | -16.4% | -2.9% | -17.6% |
| 30D | -22.3% | -37.5% | +15.2% | -18.2% |
| 3M | +33.2% | -43.1% | +76.2% | +41.4% |
| 6M | +53.6% | -31.4% | +85.0% | +64.3% |
| YTD | +66.8% | -22.9% | +89.7% | +73.4% |
| 1Y | +17.5% | -18.0% | +35.5% | +33.9% |
| All | +17.5% | -21.9% | +39.4% | +33.9% |
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 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