+177.9%
ROIV vs POET
+56.2%
+121.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.0% | -6.5% | +1.1% |
| 7D | +0.6% | +5.6% | -5.0% | +0.3% |
| 30D | +1.0% | -2.1% | +3.1% | +1.0% |
| 3M | +18.3% | -48.8% | +67.1% | +20.8% |
| 6M | +18.3% | +15.8% | +2.5% | +12.4% |
| YTD | +61.0% | +25.1% | +35.8% | +50.5% |
| 1Y | +177.9% | +50.6% | +127.3% | +161.5% |
| All | +177.9% | +56.2% | +121.7% | +161.5% |
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 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