+252.8%
SPOT vs POET
+98.7%
+154.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.6% |
| 7D | -3.1% | +0.4% | -3.5% | -3.1% |
| 30D | +7.4% | -10.4% | +17.8% | +7.7% |
| 3M | +8.2% | -29.3% | +37.5% | +9.1% |
| 6M | +2.2% | +6.9% | -4.6% | -1.9% |
| YTD | -9.5% | +25.6% | -35.1% | -14.3% |
| 1Y | -23.8% | +49.2% | -73.0% | -29.4% |
| 3Y | +233.5% | +128.4% | +105.0% | +186.9% |
| 5Y | +112.2% | -4.2% | +116.4% | +86.8% |
| All | +252.8% | +98.7% | +154.1% | +185.5% |
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