+86.2%
PR vs POET
+27.0%
+59.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +0.2% |
| 7D | -0.8% | +9.7% | -10.6% | -1.6% |
| 30D | +11.3% | -6.5% | +17.8% | +11.6% |
| 3M | +24.1% | -25.7% | +49.8% | +25.6% |
| 6M | +25.4% | +19.6% | +5.8% | +14.8% |
| YTD | +71.2% | +26.4% | +44.8% | +54.8% |
| 1Y | +78.6% | +50.1% | +28.5% | +55.8% |
| 3Y | +85.2% | +127.9% | -42.7% | +38.4% |
| 5Y | +419.0% | -5.9% | +424.9% | +309.6% |
| 10Y | +86.2% | +31.1% | +55.1% | +17.7% |
| All | +86.2% | +27.0% | +59.3% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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