+340.7%
RVMD vs POET
+40.7%
+300.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | 0.0% |
| 7D | -3.0% | +0.4% | -3.4% | -3.0% |
| 30D | -0.7% | -10.4% | +9.6% | -0.3% |
| 3M | +36.5% | -29.3% | +65.9% | +37.6% |
| 6M | +104.6% | +6.9% | +97.8% | +101.5% |
| YTD | +155.8% | +25.6% | +130.2% | +152.6% |
| 1Y | +340.7% | +49.2% | +291.5% | +326.9% |
| All | +340.7% | +40.7% | +300.0% | +326.9% |
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