+22.6%
POET vs RRC
+6.8%
+15.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.3% | -5.1% |
| 7D | +3.7% | -1.2% | +4.8% | +3.9% |
| 30D | -11.5% | +3.0% | -14.5% | -12.0% |
| 3M | -30.8% | +7.3% | -38.1% | -31.8% |
| 6M | +8.6% | +3.6% | +5.0% | +7.6% |
| YTD | +20.1% | +19.4% | +0.7% | +16.1% |
| 1Y | +35.7% | +21.4% | +14.3% | +31.4% |
| 3Y | +116.5% | +32.8% | +83.8% | +107.5% |
| 5Y | -8.4% | +152.6% | -161.0% | -20.4% |
| All | +22.6% | +6.8% | +15.8% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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