+107.8%
POET vs SPXU
-100.0%
+207.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.2% | +5.5% |
| 7D | +17.0% | -1.5% | +18.5% | +16.4% |
| 30D | -6.7% | +3.7% | -10.5% | -5.4% |
| 3M | -32.3% | -9.6% | -22.8% | -33.1% |
| 6M | +32.3% | -32.4% | +64.7% | +23.9% |
| YTD | +31.3% | -28.7% | +60.0% | +25.8% |
| 1Y | +55.3% | -38.2% | +93.5% | +45.2% |
| 3Y | +136.8% | -80.4% | +217.2% | +83.6% |
| 5Y | -2.2% | -86.0% | +83.8% | -23.0% |
| 10Y | +34.0% | -99.5% | +133.5% | -38.0% |
| All | +107.8% | -100.0% | +207.7% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 all: compounded portfolio wealth divided by compounded SPXU 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…
all analysis · Full analysis span regression · 6 months rolling