+28.2%
POET vs FIVN
+118.5%
-90.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.4% | +3.2% | +4.4% |
| 7D | +0.4% | -7.8% | +8.2% | +1.6% |
| 30D | -10.4% | -1.7% | -8.6% | -10.4% |
| 3M | -29.3% | +47.2% | -76.5% | -34.5% |
| 6M | +6.9% | +82.7% | -75.9% | -5.6% |
| YTD | +25.6% | +52.9% | -27.3% | +13.1% |
| 1Y | +49.2% | +17.5% | +31.7% | +40.3% |
| 3Y | +128.4% | -55.8% | +184.3% | +140.4% |
| 5Y | -4.2% | -82.3% | +78.1% | +8.9% |
| All | +28.2% | +118.5% | -90.3% | +2.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling