-55.3%
PODD vs POET
-6.5%
-48.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.6% | -6.6% | -2.1% |
| 7D | -10.5% | +0.4% | -10.9% | -10.5% |
| 30D | -9.0% | -10.4% | +1.3% | -8.9% |
| 3M | -11.5% | -29.3% | +17.8% | -11.2% |
| 6M | -44.7% | +6.9% | -51.6% | -46.1% |
| YTD | -53.6% | +25.6% | -79.2% | -55.0% |
| 1Y | -61.0% | +49.2% | -110.1% | -62.5% |
| 3Y | -24.7% | +128.4% | -153.2% | -29.3% |
| All | -55.3% | -6.5% | -48.8% | -57.4% |
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