+267.5%
P vs POET
-7.0%
+274.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.7% | -0.3% | -3.7% |
| 7D | +5.0% | +9.7% | -4.7% | +4.3% |
| 30D | -0.9% | -6.5% | +5.6% | -0.5% |
| 3M | +38.7% | -25.7% | +64.4% | +41.1% |
| 6M | +54.4% | +19.6% | +34.8% | +47.5% |
| YTD | +44.8% | +26.4% | +18.5% | +37.4% |
| 1Y | +22.5% | +50.1% | -27.6% | +13.7% |
| 3Y | +148.2% | +127.9% | +20.3% | +117.1% |
| All | +267.5% | -7.0% | +274.5% | +238.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling