+143.0%
POET vs FIVE
+535.9%
-392.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -1.1% | +11.3% | +10.5% |
| 7D | +14.5% | -0.5% | +15.1% | +14.8% |
| 30D | -12.8% | +17.4% | -30.2% | -15.8% |
| 3M | -34.9% | +7.0% | -42.0% | -36.0% |
| 6M | -59.8% | +20.5% | -80.2% | -61.5% |
| YTD | -11.7% | +33.1% | -44.8% | -17.5% |
| 1Y | +5.7% | +67.1% | -61.4% | -5.6% |
| 3Y | +323.5% | +41.9% | +281.6% | +267.3% |
| 5Y | -31.0% | +21.1% | -52.0% | -40.3% |
| 10Y | +143.0% | +518.8% | -375.8% | +79.3% |
| All | +143.0% | +535.9% | -392.9% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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