+50.6%
POET vs FTV
+21.5%
+29.0%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.1% | +9.1% | +7.8% |
| 7D | +5.6% | -4.6% | +10.2% | +4.6% |
| 30D | -2.1% | -7.2% | +5.1% | -3.7% |
| 3M | -48.8% | -7.3% | -41.6% | -49.1% |
| 6M | +15.8% | -1.6% | +17.4% | +13.6% |
| YTD | +25.1% | +3.3% | +21.8% | +24.0% |
| 1Y | +50.6% | +20.2% | +30.4% | +47.5% |
| All | +50.6% | +21.5% | +29.0% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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