+297.7%
POET vs FGI
-16.0%
+313.7%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -25.2% | +23.6% | -0.7% |
| 7D | +1.2% | -14.4% | +15.6% | +1.6% |
| 30D | -12.2% | -11.8% | -0.4% | -11.9% |
| 3M | -42.4% | -46.2% | +3.8% | -41.6% |
| 6M | -64.3% | +5.2% | -69.5% | -65.4% |
| YTD | -19.0% | +10.5% | -29.5% | -20.7% |
| 1Y | +9.1% | +25.5% | -16.3% | +6.8% |
| 3Y | +297.7% | -16.0% | +313.7% | +338.4% |
| All | +297.7% | -16.0% | +313.7% | +338.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling