+21.6%
ACI vs POET
+98.7%
-77.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.6% | -1.4% | +3.2% |
| 7D | -3.7% | +0.4% | -4.1% | -3.7% |
| 30D | +0.6% | -10.4% | +11.0% | +0.6% |
| 3M | -20.3% | -29.3% | +9.0% | -20.2% |
| 6M | -24.7% | +6.9% | -31.5% | -25.2% |
| YTD | -27.2% | +25.6% | -52.8% | -28.0% |
| 1Y | -32.7% | +49.2% | -81.9% | -33.7% |
| 3Y | -43.9% | +128.4% | -172.4% | -45.4% |
| 5Y | -38.9% | -4.2% | -34.6% | -40.8% |
| All | +21.6% | +98.7% | -77.2% | +16.0% |
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 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