+18.7%
PATH vs POET
+56.2%
-37.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +4.9% | -12.7% | -8.0% |
| 7D | -22.8% | +17.0% | -39.8% | -23.5% |
| 30D | -6.9% | -6.7% | -0.2% | -6.7% |
| 3M | +25.4% | -32.3% | +57.8% | +27.4% |
| 6M | +18.1% | +32.3% | -14.2% | +7.0% |
| YTD | -14.5% | +31.3% | -45.8% | -24.5% |
| 1Y | +18.7% | +55.3% | -36.6% | +12.7% |
| All | +18.7% | +56.2% | -37.5% | +12.7% |
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