-66.3%
PINS vs POET
-7.0%
-59.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -3.7% | -5.5% | -9.0% |
| 7D | -13.9% | +9.7% | -23.6% | -14.3% |
| 30D | -25.0% | -6.5% | -18.4% | -24.8% |
| 3M | -16.6% | -25.7% | +9.1% | -15.8% |
| 6M | -7.0% | +19.6% | -26.6% | -12.3% |
| YTD | -29.4% | +26.4% | -55.8% | -34.0% |
| 1Y | -49.9% | +50.1% | -100.0% | -54.2% |
| 3Y | -33.6% | +127.9% | -161.6% | -42.2% |
| All | -66.3% | -7.0% | -59.3% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling