+200.5%
P vs POET
+294.6%
-94.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.8% |
| 7D | +11.6% | +1.2% | +10.4% | +11.4% |
| 30D | -23.7% | -12.2% | -11.5% | -22.7% |
| 3M | -8.0% | -42.4% | +34.4% | -3.2% |
| 6M | +27.9% | -64.3% | +92.2% | +37.5% |
| YTD | +61.2% | -19.0% | +80.1% | +57.6% |
| 1Y | +28.6% | +9.1% | +19.5% | +22.3% |
| 3Y | +200.5% | +297.7% | -97.2% | +160.0% |
| All | +200.5% | +294.6% | -94.1% | +160.0% |
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