+96.9%
PSX vs POET
-21.9%
+118.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.4% | -4.5% |
| 7D | -5.2% | -16.4% | +11.3% | -5.2% |
| 30D | -3.7% | -37.5% | +33.8% | -3.7% |
| 3M | +26.8% | -43.1% | +69.8% | +26.9% |
| 6M | +47.3% | -31.4% | +78.7% | +45.6% |
| YTD | +105.4% | -22.9% | +128.3% | +99.7% |
| 1Y | +96.9% | -18.0% | +114.9% | +91.2% |
| All | +96.9% | -21.9% | +118.8% | +91.2% |
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