+86.1%
PL vs POET
+43.4%
+42.7%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.0% | +1.9% | -2.1% |
| 7D | -9.0% | +3.7% | -12.7% | -9.8% |
| 30D | -29.6% | -11.5% | -18.1% | -28.0% |
| 3M | -45.7% | -30.8% | -14.9% | -42.7% |
| 6M | -34.3% | +8.6% | -42.9% | -45.1% |
| YTD | -15.4% | +20.1% | -35.4% | -32.5% |
| 1Y | +86.1% | +35.7% | +50.4% | +52.8% |
| All | +86.1% | +43.4% | +42.7% | +52.8% |
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