+311.0%
ROIV vs POET
-11.6%
+322.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | -1.8% |
| 7D | +19.0% | +3.7% | +15.3% | +18.8% |
| 30D | +16.1% | -11.5% | +27.7% | +16.9% |
| 3M | +44.1% | -30.8% | +74.9% | +46.1% |
| 6M | +37.8% | +8.6% | +29.3% | +31.9% |
| YTD | +88.7% | +20.1% | +68.6% | +78.7% |
| 1Y | +197.3% | +35.7% | +161.6% | +176.2% |
| 3Y | +224.9% | +116.5% | +108.4% | +178.3% |
| 5Y | +311.0% | -8.4% | +319.5% | +233.7% |
| All | +311.0% | -11.6% | +322.7% | +233.7% |
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