+73.3%
PR vs POET
+43.4%
+29.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.4% |
| 7D | -0.2% | +3.7% | -3.9% | -0.2% |
| 30D | +10.4% | -11.5% | +22.0% | +10.6% |
| 3M | +21.1% | -30.8% | +51.9% | +21.7% |
| 6M | +28.8% | +8.6% | +20.2% | +24.7% |
| YTD | +71.8% | +20.1% | +51.7% | +64.3% |
| 1Y | +73.3% | +35.7% | +37.6% | +61.2% |
| All | +73.3% | +43.4% | +29.9% | +61.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling