+52.0%
V vs POET
+111.1%
-59.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | 0.0% |
| 7D | -3.0% | +3.7% | -6.7% | -3.1% |
| 30D | +1.2% | -11.5% | +12.7% | +1.2% |
| 3M | +13.9% | -30.8% | +44.7% | +14.1% |
| 6M | +17.2% | +8.6% | +8.7% | +15.6% |
| YTD | +5.3% | +20.1% | -14.7% | +3.5% |
| 1Y | +9.5% | +35.7% | -26.2% | +7.0% |
| All | +52.0% | +111.1% | -59.1% | +44.0% |
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