+76.9%
SPY vs POET
+120.8%
-43.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.8% | +0.7% |
| 7D | -0.8% | +0.4% | -1.1% | -0.8% |
| 30D | -1.1% | -10.4% | +9.3% | -0.8% |
| 3M | +3.9% | -29.3% | +33.2% | +4.7% |
| 6M | +13.6% | +6.9% | +6.8% | +10.5% |
| YTD | +12.7% | +25.6% | -12.9% | +8.7% |
| 1Y | +17.5% | +49.2% | -31.6% | +12.0% |
| 3Y | +76.9% | +128.4% | -51.5% | +64.2% |
| All | +76.9% | +120.8% | -43.9% | +64.2% |
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