-1.9%
POET vs FRSH
-72.5%
+70.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.6% |
| 7D | +0.4% | -6.6% | +7.0% | +1.9% |
| 30D | -10.4% | +2.1% | -12.5% | -11.3% |
| 3M | -29.3% | +29.0% | -58.3% | -34.7% |
| 6M | +6.9% | +48.6% | -41.8% | -5.1% |
| YTD | +25.6% | -2.9% | +28.5% | +22.2% |
| 1Y | +49.2% | -7.9% | +57.1% | +47.4% |
| 3Y | +128.4% | -46.5% | +175.0% | +148.2% |
| All | -1.9% | -72.5% | +70.7% | +2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling