+277.7%
POET vs FND
+58.4%
+219.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.6% | +9.5% | +5.9% |
| 7D | +17.0% | +0.4% | +16.7% | +16.9% |
| 30D | -6.7% | -23.6% | +16.8% | -1.5% |
| 3M | -32.3% | +4.3% | -36.7% | -33.7% |
| 6M | +32.3% | -20.3% | +52.6% | +37.3% |
| YTD | +31.3% | -21.3% | +52.6% | +36.3% |
| 1Y | +55.3% | -45.4% | +100.7% | +73.3% |
| 3Y | +136.8% | -48.9% | +185.6% | +163.1% |
| 5Y | -2.2% | -61.0% | +58.8% | +9.7% |
| All | +277.7% | +58.4% | +219.3% | +389.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling