+129.9%
POET vs FHN
+129.0%
+0.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.4% | -3.5% |
| 7D | +9.7% | 0.0% | +9.7% | +9.7% |
| 30D | -6.5% | -2.6% | -4.0% | -5.2% |
| 3M | -25.7% | 0.0% | -25.8% | -26.1% |
| 6M | +19.6% | +9.2% | +10.3% | +11.4% |
| YTD | +26.4% | +4.3% | +22.0% | +21.4% |
| 1Y | +50.1% | +10.8% | +39.3% | +40.6% |
| All | +129.9% | +129.0% | +0.9% | +114.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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