-0.3%
SPOT vs POET
-21.9%
+21.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.1% | +8.7% | +4.5% |
| 7D | +16.6% | -16.4% | +33.0% | +16.2% |
| 30D | +29.9% | -37.5% | +67.5% | +29.0% |
| 3M | +31.3% | -43.1% | +74.3% | +30.3% |
| 6M | +43.2% | -31.4% | +74.6% | +41.3% |
| YTD | +8.1% | -22.9% | +31.0% | +6.6% |
| 1Y | -0.3% | -18.0% | +17.7% | -1.4% |
| All | -0.3% | -21.9% | +21.6% | -1.4% |
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 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