+21.1%
PSA vs POET
+120.8%
-99.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | +0.6% |
| 7D | -1.8% | +0.4% | -2.2% | -1.8% |
| 30D | -8.4% | -10.4% | +2.0% | -8.2% |
| 3M | -7.8% | -29.3% | +21.5% | -7.4% |
| 6M | +0.8% | +6.9% | -6.1% | -1.2% |
| YTD | +16.5% | +25.6% | -9.1% | +13.5% |
| 1Y | +4.7% | +49.2% | -44.4% | +1.1% |
| 3Y | +21.1% | +128.4% | -107.4% | +15.5% |
| All | +21.1% | +120.8% | -99.8% | +15.5% |
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