+28.2%
POET vs FLR
+19.7%
+8.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.2% | +3.4% | +4.3% |
| 7D | +0.4% | -3.5% | +3.9% | +1.3% |
| 30D | -10.4% | +4.2% | -14.5% | -11.3% |
| 3M | -29.3% | +8.1% | -37.4% | -30.5% |
| 6M | +6.9% | +21.5% | -14.7% | +0.4% |
| YTD | +25.6% | +36.8% | -11.2% | +14.7% |
| 1Y | +49.2% | +31.2% | +18.0% | +38.5% |
| 3Y | +128.4% | +53.9% | +74.6% | +102.7% |
| 5Y | -4.2% | +243.0% | -247.3% | -28.0% |
| All | +28.2% | +19.7% | +8.5% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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