+71.3%
V vs POET
-6.5%
+77.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.8% |
| 7D | -1.2% | +0.4% | -1.6% | -1.2% |
| 30D | +3.1% | -10.4% | +13.4% | +3.2% |
| 3M | +16.3% | -29.3% | +45.7% | +16.6% |
| 6M | +20.4% | +6.9% | +13.5% | +18.2% |
| YTD | +6.3% | +25.6% | -19.3% | +3.7% |
| 1Y | +8.7% | +49.2% | -40.4% | +5.1% |
| 3Y | +53.3% | +128.4% | -75.1% | +45.3% |
| All | +71.3% | -6.5% | +77.8% | +59.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling