+50.6%
POET vs FND
-36.4%
+86.9%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.7% | +6.3% | +7.5% |
| 7D | +5.6% | -5.2% | +10.8% | +7.3% |
| 30D | -2.1% | -19.9% | +17.8% | +4.6% |
| 3M | -48.8% | +2.7% | -51.6% | -50.2% |
| 6M | +15.8% | -21.7% | +37.5% | +26.6% |
| YTD | +25.1% | -17.5% | +42.6% | +28.0% |
| 1Y | +50.6% | -39.3% | +89.9% | +67.6% |
| All | +50.6% | -36.4% | +86.9% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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