+22.6%
POET vs ARWR
+1,080.6%
-1,058.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.0% |
| 7D | +3.7% | -4.3% | +8.0% | +4.5% |
| 30D | -11.5% | -7.3% | -4.3% | -10.3% |
| 3M | -30.8% | +17.0% | -47.8% | -33.0% |
| 6M | +8.6% | +39.8% | -31.2% | +2.5% |
| YTD | +20.1% | +24.7% | -4.6% | +15.1% |
| 1Y | +35.7% | +186.5% | -150.8% | +13.4% |
| 3Y | +116.5% | +176.8% | -60.3% | +73.0% |
| 5Y | -8.4% | +29.3% | -37.8% | -23.4% |
| All | +22.6% | +1,080.6% | -1,058.0% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling