+20.1%
W vs POET
+56.2%
-36.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.0% | -5.5% | +1.9% |
| 7D | -4.2% | +5.6% | -9.8% | -4.6% |
| 30D | -7.6% | -2.1% | -5.5% | -7.5% |
| 3M | +37.2% | -48.8% | +86.0% | +40.8% |
| 6M | +26.3% | +15.8% | +10.5% | +21.9% |
| YTD | -1.0% | +25.1% | -26.1% | -5.0% |
| 1Y | +20.1% | +50.6% | -30.5% | +25.4% |
| All | +20.1% | +56.2% | -36.1% | +25.4% |
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