+67.8%
ZETA vs POET
+56.2%
+11.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +8.0% | -12.1% | -4.4% |
| 7D | +2.7% | +5.6% | -2.9% | +2.4% |
| 30D | +15.8% | -2.1% | +17.9% | +15.8% |
| 3M | +35.4% | -48.8% | +84.3% | +38.7% |
| 6M | +67.1% | +15.8% | +51.3% | +46.4% |
| YTD | +54.1% | +25.1% | +28.9% | +30.4% |
| 1Y | +67.8% | +50.6% | +17.3% | +58.0% |
| All | +67.8% | +56.2% | +11.6% | +58.0% |
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