+233.5%
SPOT vs POET
+120.8%
+112.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.7% |
| 7D | -3.1% | +0.4% | -3.5% | -3.1% |
| 30D | +7.4% | -10.4% | +17.8% | +7.5% |
| 3M | +8.2% | -29.3% | +37.5% | +8.6% |
| 6M | +2.2% | +6.9% | -4.6% | +0.5% |
| YTD | -9.5% | +25.6% | -35.1% | -11.6% |
| 1Y | -23.8% | +49.2% | -73.0% | -26.4% |
| 3Y | +233.5% | +128.4% | +105.0% | +229.9% |
| All | +233.5% | +120.8% | +112.6% | +229.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling