-39.6%
ZBRA vs POET
-6.5%
-33.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +1.5% |
| 7D | -3.4% | +0.4% | -3.8% | -3.5% |
| 30D | -7.4% | -10.4% | +3.0% | -6.8% |
| 3M | +57.5% | -29.3% | +86.8% | +60.2% |
| 6M | +64.0% | +6.9% | +57.1% | +56.4% |
| YTD | +44.3% | +25.6% | +18.7% | +35.4% |
| 1Y | +10.9% | +49.2% | -38.3% | +1.9% |
| 3Y | +37.5% | +128.4% | -90.9% | +18.5% |
| All | -39.6% | -6.5% | -33.1% | -47.3% |
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 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