+128.4%
POET vs RRX
+5.4%
+123.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.7% | +0.9% | +2.1% |
| 7D | +0.4% | -0.3% | +0.7% | +0.7% |
| 30D | -10.4% | -6.1% | -4.2% | -6.1% |
| 3M | -29.3% | -23.1% | -6.3% | -15.6% |
| 6M | +6.9% | -19.5% | +26.4% | +24.7% |
| YTD | +25.6% | +16.1% | +9.5% | +15.9% |
| 1Y | +49.2% | +12.9% | +36.2% | +38.8% |
| 3Y | +128.4% | +7.9% | +120.5% | +82.3% |
| All | +128.4% | +5.4% | +123.1% | +82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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