+263.2%
ROIV vs POET
+122.2%
+141.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.7% | +4.5% | +1.0% |
| 7D | +22.3% | +9.7% | +12.6% | +21.7% |
| 30D | +16.9% | -6.5% | +23.4% | +17.3% |
| 3M | +43.9% | -25.7% | +69.6% | +45.5% |
| 6M | +41.6% | +19.6% | +22.0% | +33.7% |
| YTD | +92.7% | +26.4% | +66.3% | +80.3% |
| 1Y | +210.2% | +50.1% | +160.1% | +182.8% |
| All | +263.2% | +122.2% | +141.0% | +220.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling