+27.7%
ZBRA vs POET
-21.9%
+49.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.0% | +1.2% |
| 7D | -13.6% | -16.4% | +2.9% | -12.3% |
| 30D | -11.5% | -37.5% | +26.0% | -8.2% |
| 3M | -9.9% | -43.1% | +33.2% | -6.0% |
| 6M | +48.6% | -31.4% | +80.0% | +50.2% |
| YTD | +36.9% | -22.9% | +59.8% | +29.5% |
| 1Y | +27.7% | -18.0% | +45.7% | +18.3% |
| All | +27.7% | -21.9% | +49.6% | +18.3% |
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