+9.1%
POET vs COO
-12.3%
+21.4%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.3% | -1.3% |
| 7D | +1.2% | +0.5% | +0.7% | +1.3% |
| 30D | -12.2% | +14.2% | -26.3% | -9.4% |
| 3M | -42.4% | -18.2% | -24.2% | -45.9% |
| 6M | -64.3% | +5.3% | -69.6% | -65.1% |
| YTD | -19.0% | -23.6% | +4.6% | -8.1% |
| 1Y | +9.1% | -12.7% | +21.8% | +25.8% |
| All | +9.1% | -12.3% | +21.4% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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