+691.3%
PODD vs POET
-24.0%
+715.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.0% | +2.7% | -2.2% |
| 7D | -10.6% | +3.7% | -14.2% | -10.6% |
| 30D | -6.9% | -11.5% | +4.6% | -6.7% |
| 3M | -10.6% | -30.8% | +20.1% | -10.2% |
| 6M | -43.5% | +8.6% | -52.0% | -44.8% |
| YTD | -52.6% | +20.1% | -72.7% | -53.9% |
| 1Y | -60.1% | +35.7% | -95.8% | -61.5% |
| 3Y | -21.7% | +116.5% | -138.2% | -27.7% |
| 5Y | -54.6% | -8.4% | -46.1% | -57.6% |
| 10Y | +228.2% | +24.6% | +203.6% | +189.4% |
| All | +691.3% | -24.0% | +715.3% | +617.2% |
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