+206.6%
ROL vs POET
+30.3%
+176.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.4% |
| 7D | -3.2% | +0.4% | -3.5% | -3.2% |
| 30D | -4.9% | -10.4% | +5.5% | -4.8% |
| 3M | -25.8% | -29.3% | +3.5% | -25.6% |
| 6M | -37.6% | +6.9% | -44.4% | -38.4% |
| YTD | -41.5% | +25.6% | -67.1% | -42.6% |
| 1Y | -39.5% | +49.2% | -88.6% | -41.0% |
| 3Y | +0.1% | +128.4% | -128.3% | -5.7% |
| 5Y | -4.6% | -4.2% | -0.4% | -9.3% |
| All | +206.6% | +30.3% | +176.3% | +181.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling