+28.2%
POET vs RUN
+42.2%
-14.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.8% | +5.4% | +4.7% |
| 7D | +0.4% | -3.7% | +4.1% | +1.0% |
| 30D | -10.4% | -13.0% | +2.6% | -8.2% |
| 3M | -29.3% | -31.8% | +2.5% | -24.8% |
| 6M | +6.9% | -32.2% | +39.1% | +14.2% |
| YTD | +25.6% | -53.5% | +79.1% | +38.7% |
| 1Y | +49.2% | -46.5% | +95.7% | +61.8% |
| 3Y | +128.4% | -37.6% | +166.1% | +108.6% |
| 5Y | -4.2% | -80.9% | +76.6% | -3.9% |
| All | +28.2% | +42.2% | -14.0% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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