+605.1%
RVMD vs POET
+148.4%
+456.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | -0.2% |
| 7D | -3.0% | +0.4% | -3.4% | -3.0% |
| 30D | -0.7% | -10.4% | +9.6% | 0.0% |
| 3M | +36.5% | -29.3% | +65.9% | +39.4% |
| 6M | +104.6% | +6.9% | +97.8% | +90.3% |
| YTD | +155.8% | +25.6% | +130.2% | +132.8% |
| 1Y | +340.7% | +49.2% | +291.5% | +284.5% |
| 3Y | +519.9% | +128.4% | +391.5% | +357.6% |
| 5Y | +584.9% | -4.2% | +589.2% | +453.3% |
| All | +605.1% | +148.4% | +456.6% | +255.6% |
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 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