-34.7%
ROL vs POET
-21.9%
-12.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.1% | +6.9% | +2.7% |
| 7D | +14.6% | -16.4% | +31.0% | +14.3% |
| 30D | +29.3% | -37.5% | +66.8% | +28.6% |
| 3M | +2.0% | -43.1% | +45.1% | +1.4% |
| 6M | -28.5% | -31.4% | +2.8% | -29.0% |
| YTD | -35.3% | -22.9% | -12.4% | -35.3% |
| 1Y | -34.7% | -18.0% | -16.7% | -34.6% |
| All | -34.7% | -21.9% | -12.8% | -34.6% |
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