-81.0%
PATH vs POET
-23.4%
-57.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.8% | +6.5% | +0.3% |
| 7D | +0.7% | +22.3% | -21.6% | -1.4% |
| 30D | -1.1% | -17.6% | +16.4% | +0.3% |
| 3M | -14.2% | -41.3% | +27.1% | -10.6% |
| 6M | +30.9% | -62.1% | +92.9% | +38.1% |
| YTD | -20.1% | -17.7% | -2.4% | -27.4% |
| 1Y | -8.1% | +3.2% | -11.2% | -19.2% |
| 3Y | -24.3% | +294.7% | -319.0% | -50.3% |
| 5Y | -75.6% | -37.2% | -38.4% | -81.3% |
| All | -81.0% | -23.4% | -57.6% | -86.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling