-1.9%
POET vs FLR
+238.1%
-240.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.2% | +3.4% | +4.1% |
| 7D | +0.4% | -3.5% | +3.9% | +1.9% |
| 30D | -10.4% | +4.2% | -14.5% | -11.8% |
| 3M | -29.3% | +8.1% | -37.4% | -31.3% |
| 6M | +6.9% | +21.5% | -14.7% | -3.9% |
| YTD | +25.6% | +36.8% | -11.2% | +7.6% |
| 1Y | +49.2% | +31.2% | +18.0% | +31.3% |
| 3Y | +128.4% | +53.9% | +74.6% | +87.0% |
| All | -1.9% | +238.1% | -240.0% | -25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling