-18.0%
POET vs FIVN
+55.4%
-73.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.6% | -5.7% | -4.4% |
| 7D | -16.4% | -3.4% | -13.0% | -15.9% |
| 30D | -37.5% | +5.8% | -43.3% | -38.0% |
| 3M | -43.1% | +22.0% | -65.1% | -45.0% |
| 6M | -31.4% | +55.7% | -87.1% | -35.4% |
| YTD | -22.9% | +81.3% | -104.2% | -32.1% |
| 1Y | -18.0% | +58.0% | -76.0% | -18.7% |
| All | -18.0% | +55.4% | -73.4% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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