+118.4%
POET vs RGEN
+1.9%
+116.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -4.9% |
| 7D | +3.7% | -2.9% | +6.6% | +4.5% |
| 30D | -11.5% | -0.1% | -11.5% | -11.5% |
| 3M | -30.8% | +25.9% | -56.7% | -35.6% |
| 6M | +8.6% | +35.2% | -26.6% | -2.5% |
| YTD | +20.1% | +0.5% | +19.6% | +18.8% |
| 1Y | +35.7% | +37.0% | -1.3% | +22.7% |
| All | +118.4% | +1.9% | +116.5% | +154.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 3y: compounded portfolio wealth divided by compounded RGEN 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…
3y analysis · Full analysis span regression · 6 months rolling