+578.3%
PAYX vs POET
-20.5%
+598.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.5% |
| 7D | -4.9% | +0.4% | -5.2% | -4.9% |
| 30D | -3.8% | -10.4% | +6.6% | -3.7% |
| 3M | +17.9% | -29.3% | +47.2% | +18.2% |
| 6M | +26.1% | +6.9% | +19.2% | +24.4% |
| YTD | +6.7% | +25.6% | -18.9% | +4.9% |
| 1Y | -10.7% | +49.2% | -59.9% | -12.8% |
| 3Y | +7.0% | +128.4% | -121.5% | +1.8% |
| 5Y | +22.6% | -4.2% | +26.8% | +17.4% |
| 10Y | +166.5% | +30.3% | +136.2% | +149.6% |
| All | +578.3% | -20.5% | +598.8% | +505.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling