-16.4%
PINS vs POET
+216.8%
-233.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +8.0% | -10.2% | -2.7% |
| 7D | -12.0% | +5.6% | -17.6% | -12.4% |
| 30D | -12.7% | -2.1% | -10.6% | -12.7% |
| 3M | -5.5% | -48.8% | +43.3% | -2.0% |
| 6M | +5.3% | +15.8% | -10.5% | -2.7% |
| YTD | -21.2% | +25.1% | -46.3% | -28.1% |
| 1Y | -45.0% | +50.6% | -95.6% | -51.5% |
| 3Y | -26.2% | +107.9% | -134.1% | -41.8% |
| 5Y | -64.0% | -11.0% | -52.9% | -69.8% |
| All | -16.4% | +216.8% | -233.2% | -55.2% |
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