-95.3%
RIG vs POET
-20.5%
-74.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.6% | -6.3% | -2.0% |
| 7D | -3.1% | +0.4% | -3.5% | -3.1% |
| 30D | -0.5% | -10.4% | +9.8% | -0.1% |
| 3M | -6.0% | -29.3% | +23.4% | -4.9% |
| 6M | -10.1% | +6.9% | -17.0% | -14.1% |
| YTD | +37.3% | +25.6% | +11.7% | +29.6% |
| 1Y | +73.9% | +49.2% | +24.8% | +61.0% |
| 3Y | -30.2% | +128.4% | -158.6% | -40.5% |
| 5Y | +62.5% | -4.2% | +66.7% | +41.8% |
| 10Y | -42.3% | +30.3% | -72.6% | -53.4% |
| All | -95.3% | -20.5% | -74.8% | -96.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling