+389.2%
ROIV vs POET
-40.3%
+429.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -1.0% |
| 7D | +1.7% | +1.2% | +0.5% | +1.6% |
| 30D | +17.6% | -12.2% | +29.7% | +18.3% |
| 3M | +9.0% | -42.4% | +51.4% | +12.4% |
| 6M | +35.3% | -64.3% | +99.6% | +41.3% |
| YTD | +82.2% | -19.0% | +101.1% | +74.8% |
| 1Y | +92.3% | +9.1% | +83.1% | +80.4% |
| 3Y | +336.8% | +297.7% | +39.1% | +253.3% |
| All | +389.2% | -40.3% | +429.6% | +383.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling