-41.1%
ACN vs POET
-6.5%
-34.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.6% | -1.2% | +3.3% |
| 7D | -1.5% | +0.4% | -1.9% | -1.5% |
| 30D | +2.1% | -10.4% | +12.5% | +2.1% |
| 3M | +11.1% | -29.3% | +40.4% | +11.4% |
| 6M | -6.8% | +6.9% | -13.7% | -8.3% |
| YTD | -30.0% | +25.6% | -55.6% | -31.5% |
| 1Y | -23.1% | +49.2% | -72.3% | -25.3% |
| 3Y | -40.4% | +128.4% | -168.8% | -42.8% |
| All | -41.1% | -6.5% | -34.7% | -42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling