+49.2%
POET vs FIVN
+20.3%
+28.8%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.4% | +3.2% | +4.4% |
| 7D | +0.4% | -7.8% | +8.2% | +1.5% |
| 30D | -10.4% | -1.7% | -8.6% | -10.4% |
| 3M | -29.3% | +47.2% | -76.5% | -34.3% |
| 6M | +6.9% | +82.7% | -75.9% | -9.2% |
| YTD | +25.6% | +52.9% | -27.3% | +11.8% |
| 1Y | +49.2% | +17.5% | +31.7% | +4.0% |
| All | +49.2% | +20.3% | +28.8% | +4.0% |
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