+8.2%
PAYX vs POET
-29.8%
+38.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -12.7% | +13.4% | +0.2% |
| 7D | +9.3% | -24.7% | +34.0% | +8.3% |
| 30D | +19.5% | -44.7% | +64.2% | +17.6% |
| 3M | +2.1% | -47.3% | +49.4% | +0.4% |
| 6M | +33.1% | -53.7% | +86.8% | +30.1% |
| YTD | +11.3% | -32.7% | +44.0% | +6.6% |
| 1Y | +8.2% | -29.5% | +37.7% | +2.6% |
| All | +8.2% | -29.8% | +38.0% | +2.6% |
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 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