-35.1%
POET vs RVTY
-15.1%
-20.0%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.1% | -0.8% |
| 7D | +1.2% | -0.5% | +1.6% | +1.4% |
| 30D | -12.2% | +1.5% | -13.7% | -12.0% |
| 3M | -42.4% | +31.5% | -73.9% | -48.6% |
| 6M | -64.3% | +62.7% | -127.0% | -71.4% |
| YTD | -19.0% | +60.0% | -78.9% | -34.8% |
| 1Y | +9.1% | +65.7% | -56.6% | -13.1% |
| 3Y | +297.7% | +85.2% | +212.5% | +215.4% |
| All | -35.1% | -15.1% | -20.0% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 5y: compounded portfolio wealth divided by compounded RVTY 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…
5y analysis · Full analysis span regression · 6 months rolling