+128.4%
POET vs FRSH
-46.4%
+174.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.5% |
| 7D | +0.4% | -6.6% | +7.0% | +2.7% |
| 30D | -10.4% | +2.1% | -12.5% | -12.0% |
| 3M | -29.3% | +29.0% | -58.3% | -37.9% |
| 6M | +6.9% | +48.6% | -41.8% | -12.4% |
| YTD | +25.6% | -2.9% | +28.5% | +21.2% |
| 1Y | +49.2% | -7.9% | +57.1% | +48.0% |
| 3Y | +128.4% | -46.5% | +175.0% | +210.6% |
| All | +128.4% | -46.4% | +174.8% | +210.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 3y: compounded portfolio wealth divided by compounded FRSH 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…
3y analysis · Full analysis span regression · 6 months rolling