+504.9%
ABBV vs POET
+30.3%
+474.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.8% |
| 7D | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | +3.4% | -10.4% | +13.7% | +3.4% |
| 3M | +15.2% | -29.3% | +44.5% | +15.5% |
| 6M | +14.7% | +6.9% | +7.8% | +13.1% |
| YTD | +15.2% | +25.6% | -10.4% | +13.1% |
| 1Y | +20.4% | +49.2% | -28.8% | +17.3% |
| 3Y | +91.3% | +128.4% | -37.1% | +81.6% |
| 5Y | +189.6% | -4.2% | +193.8% | +177.5% |
| All | +504.9% | +30.3% | +474.5% | +478.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling