+50.1%
POET vs RACE
-14.8%
+64.9%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.6% |
| 7D | +9.7% | -2.6% | +12.4% | +10.2% |
| 30D | -6.5% | -1.1% | -5.5% | -6.3% |
| 3M | -25.7% | +12.5% | -38.3% | -27.0% |
| 6M | +19.6% | +17.4% | +2.2% | +15.4% |
| YTD | +26.4% | +10.1% | +16.3% | +23.7% |
| 1Y | +50.1% | -15.1% | +65.2% | +58.6% |
| All | +50.1% | -14.8% | +64.9% | +58.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling