+242.2%
ZETA vs POET
-19.2%
+261.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.5% | -0.9% |
| 7D | -0.1% | +9.7% | -9.8% | -0.9% |
| 30D | +10.5% | -6.5% | +17.0% | +10.8% |
| 3M | +44.3% | -25.7% | +70.0% | +46.4% |
| 6M | +59.4% | +19.6% | +39.9% | +43.1% |
| YTD | +49.5% | +26.4% | +23.1% | +32.1% |
| 1Y | +62.7% | +50.1% | +12.6% | +38.8% |
| 3Y | +274.6% | +127.9% | +146.7% | +175.6% |
| 5Y | +349.3% | -5.9% | +355.2% | +308.2% |
| All | +242.2% | -19.2% | +261.4% | +211.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling