+2,780.7%
ROST vs POET
-24.0%
+2,804.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.2% |
| 7D | -2.5% | +3.7% | -6.2% | -2.6% |
| 30D | -10.3% | -11.5% | +1.2% | -10.1% |
| 3M | -2.6% | -30.8% | +28.2% | -2.0% |
| 6M | +6.5% | +8.6% | -2.0% | +4.2% |
| YTD | +25.9% | +20.1% | +5.9% | +22.5% |
| 1Y | +52.3% | +35.7% | +16.6% | +46.9% |
| 3Y | +94.6% | +116.5% | -22.0% | +79.3% |
| 5Y | +111.1% | -8.4% | +119.5% | +96.7% |
| 10Y | +308.9% | +24.6% | +284.3% | +264.3% |
| All | +2,780.7% | -24.0% | +2,804.7% | +2,432.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling