+85.5%
PR vs POET
+130.8%
-45.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.9% | -3.7% | +1.1% |
| 7D | -0.6% | +17.0% | -17.6% | -1.1% |
| 30D | +17.4% | -6.7% | +24.1% | +17.6% |
| 3M | +21.8% | -32.3% | +54.1% | +22.9% |
| 6M | +27.6% | +32.3% | -4.7% | +21.5% |
| YTD | +71.4% | +31.3% | +40.2% | +62.6% |
| 1Y | +78.3% | +55.3% | +23.0% | +66.2% |
| 3Y | +85.5% | +136.8% | -51.3% | +76.3% |
| All | +85.5% | +130.8% | -45.3% | +76.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling