+261.4%
POET vs FND
+56.5%
+204.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +4.4% |
| 7D | +0.4% | -5.8% | +6.1% | +1.6% |
| 30D | -10.4% | -20.2% | +9.8% | -6.2% |
| 3M | -29.3% | -12.0% | -17.4% | -28.0% |
| 6M | +6.9% | -18.5% | +25.4% | +10.5% |
| YTD | +25.6% | -22.3% | +47.8% | +30.7% |
| 1Y | +49.2% | -47.6% | +96.8% | +68.1% |
| 3Y | +128.4% | -49.8% | +178.2% | +154.8% |
| 5Y | -4.2% | -63.0% | +58.8% | +8.6% |
| All | +261.4% | +56.5% | +204.9% | +370.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling