+90.3%
ZETA vs POET
-21.9%
+112.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.1% | +6.7% | +2.8% |
| 7D | -5.0% | -16.4% | +11.4% | -4.2% |
| 30D | -3.3% | -37.5% | +34.2% | -1.5% |
| 3M | +31.0% | -43.1% | +74.1% | +33.8% |
| 6M | +72.2% | -31.4% | +103.5% | +66.7% |
| YTD | +56.2% | -22.9% | +79.1% | +29.0% |
| 1Y | +90.3% | -18.0% | +108.3% | +52.7% |
| All | +90.3% | -21.9% | +112.2% | +52.7% |
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 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