+82.2%
PR vs POET
+136.8%
-54.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.8% | +8.8% | +2.6% |
| 7D | +6.7% | +22.3% | -15.6% | +4.8% |
| 30D | -6.1% | -17.6% | +11.4% | -5.1% |
| 3M | +6.9% | -41.3% | +48.1% | +10.6% |
| 6M | +14.6% | -62.1% | +76.7% | +19.9% |
| YTD | +66.1% | -17.7% | +83.8% | +54.1% |
| 1Y | +77.0% | +3.2% | +73.9% | +59.4% |
| 3Y | +93.8% | +294.7% | -200.9% | +33.8% |
| 5Y | +268.2% | -37.2% | +305.5% | +197.5% |
| All | +82.2% | +136.8% | -54.6% | +26.6% |
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