+91.3%
ABBV vs POET
+120.8%
-29.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.8% |
| 7D | +0.3% | +0.4% | -0.1% | +0.3% |
| 30D | +3.4% | -10.4% | +13.7% | +3.3% |
| 3M | +15.2% | -29.3% | +44.5% | +15.3% |
| 6M | +14.7% | +6.9% | +7.8% | +13.9% |
| YTD | +15.2% | +25.6% | -10.4% | +14.1% |
| 1Y | +20.4% | +49.2% | -28.8% | +18.7% |
| 3Y | +91.3% | +128.4% | -37.1% | +94.1% |
| All | +91.3% | +120.8% | -29.5% | +94.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling