+15.6%
U vs POET
+120.8%
-105.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.6% | -0.1% | +4.1% |
| 7D | +5.5% | +0.4% | +5.1% | +5.5% |
| 30D | -1.3% | -10.4% | +9.1% | -0.6% |
| 3M | +64.6% | -29.3% | +93.9% | +68.0% |
| 6M | +119.4% | +6.9% | +112.5% | +103.7% |
| YTD | -0.5% | +25.6% | -26.1% | -9.6% |
| 1Y | +1.3% | +49.2% | -47.9% | -10.6% |
| 3Y | +15.6% | +128.4% | -112.8% | -3.7% |
| All | +15.6% | +120.8% | -105.2% | -3.7% |
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