+3.7%
U vs POET
+56.2%
-52.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.0% | -9.0% | -1.7% |
| 7D | -3.8% | +5.6% | -9.4% | -4.3% |
| 30D | +17.5% | -2.1% | +19.6% | +17.5% |
| 3M | +38.7% | -48.8% | +87.6% | +44.0% |
| 6M | +104.4% | +15.8% | +88.6% | +82.7% |
| YTD | -5.7% | +25.1% | -30.8% | -17.8% |
| 1Y | +3.7% | +50.6% | -46.9% | -1.5% |
| All | +3.7% | +56.2% | -52.5% | -1.5% |
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 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