+99.6%
PSX vs POET
+56.2%
+43.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.0% | -7.9% | +0.1% |
| 7D | +4.5% | +5.6% | -1.1% | +4.5% |
| 30D | +26.6% | -2.1% | +28.7% | +26.6% |
| 3M | +39.3% | -48.8% | +88.1% | +40.1% |
| 6M | +56.8% | +15.8% | +41.0% | +52.5% |
| YTD | +101.8% | +25.1% | +76.7% | +95.0% |
| 1Y | +99.6% | +50.6% | +49.0% | +91.0% |
| All | +99.6% | +56.2% | +43.4% | +91.0% |
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