-1.9%
POET vs FWONK
+97.7%
-99.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.6% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -10.4% | -7.7% | -2.6% | -8.4% |
| 3M | -29.3% | +5.7% | -35.1% | -31.0% |
| 6M | +6.9% | +13.5% | -6.6% | +1.9% |
| YTD | +25.6% | -3.0% | +28.6% | +25.9% |
| 1Y | +49.2% | -6.4% | +55.6% | +51.3% |
| 3Y | +128.4% | +43.8% | +84.6% | +94.1% |
| All | -1.9% | +97.7% | -99.5% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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