-81.2%
PATH vs POET
-22.6%
-58.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.5% |
| 7D | -2.7% | +9.6% | -12.3% | -3.8% |
| 30D | -3.7% | -24.5% | +20.8% | -1.5% |
| 3M | -13.8% | -41.0% | +27.2% | -10.2% |
| 6M | +20.3% | -52.0% | +72.3% | +23.5% |
| YTD | -20.8% | -16.9% | -3.9% | -28.1% |
| 1Y | -9.2% | -2.4% | -6.8% | -19.6% |
| 3Y | -21.8% | +260.3% | -282.0% | -48.2% |
| 5Y | -77.4% | -35.1% | -42.4% | -82.7% |
| All | -81.2% | -22.6% | -58.5% | -86.6% |
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