+1,941.1%
V vs POET
-20.0%
+1,961.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.4% | -0.3% |
| 7D | -2.9% | +9.7% | -12.6% | -3.1% |
| 30D | +1.9% | -6.5% | +8.4% | +2.0% |
| 3M | +13.2% | -25.7% | +39.0% | +13.6% |
| 6M | +16.7% | +19.6% | -2.9% | +14.0% |
| YTD | +5.4% | +26.4% | -21.0% | +2.6% |
| 1Y | +7.7% | +50.1% | -42.4% | +3.8% |
| 3Y | +52.0% | +127.9% | -75.9% | +40.7% |
| 5Y | +67.7% | -5.9% | +73.6% | +56.9% |
| 10Y | +384.8% | +31.1% | +353.6% | +332.5% |
| All | +1,941.1% | -20.0% | +1,961.1% | +1,718.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling