+186.6%
RIO vs POET
-24.0%
+210.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -5.0% | +0.8% | -4.0% |
| 7D | -3.4% | +3.7% | -7.0% | -3.5% |
| 30D | +0.6% | -11.5% | +12.1% | +1.0% |
| 3M | +2.5% | -30.8% | +33.3% | +3.6% |
| 6M | +10.8% | +8.6% | +2.2% | +7.9% |
| YTD | +30.5% | +20.1% | +10.4% | +26.3% |
| 1Y | +68.1% | +35.7% | +32.4% | +61.0% |
| 3Y | +94.0% | +116.5% | -22.5% | +75.5% |
| 5Y | +92.0% | -8.4% | +100.4% | +76.0% |
| 10Y | +589.0% | +24.6% | +564.4% | +490.2% |
| All | +186.6% | -24.0% | +210.6% | +105.1% |
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