+143.0%
POET vs RACE
+741.5%
-598.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | 0.0% | +10.2% | +10.3% |
| 7D | +14.5% | -3.9% | +18.4% | +15.9% |
| 30D | -12.8% | +6.8% | -19.6% | -14.5% |
| 3M | -34.9% | +1.3% | -36.3% | -35.2% |
| 6M | -59.8% | +26.3% | -86.1% | -62.4% |
| YTD | -11.7% | +13.8% | -25.5% | -15.7% |
| 1Y | +5.7% | -0.5% | +6.1% | +5.1% |
| 3Y | +323.5% | +25.6% | +297.8% | +297.2% |
| 5Y | -31.0% | +67.6% | -98.6% | -41.5% |
| 10Y | +143.0% | +724.7% | -581.6% | +112.4% |
| All | +143.0% | +741.5% | -598.5% | +112.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling