+51.2%
RSP vs POET
-6.5%
+57.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.7% |
| 7D | -1.9% | +0.4% | -2.3% | -1.9% |
| 30D | -2.8% | -10.4% | +7.6% | -2.6% |
| 3M | +2.8% | -29.3% | +32.2% | +3.5% |
| 6M | +10.2% | +6.9% | +3.3% | +7.3% |
| YTD | +13.1% | +25.6% | -12.5% | +9.2% |
| 1Y | +14.8% | +49.2% | -34.4% | +9.5% |
| 3Y | +52.6% | +128.4% | -75.8% | +40.3% |
| All | +51.2% | -6.5% | +57.7% | +40.0% |
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