+530.5%
ACN vs POET
-20.0%
+550.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | -1.7% |
| 7D | -6.3% | +9.7% | -16.1% | -6.5% |
| 30D | -1.4% | -6.5% | +5.2% | -1.3% |
| 3M | +2.6% | -25.7% | +28.3% | +2.8% |
| 6M | -14.3% | +19.6% | -33.9% | -16.1% |
| YTD | -33.1% | +26.4% | -59.5% | -34.7% |
| 1Y | -28.8% | +50.1% | -78.9% | -31.0% |
| 3Y | -43.0% | +127.9% | -170.9% | -46.7% |
| 5Y | -44.0% | -5.9% | -38.1% | -47.2% |
| 10Y | +88.5% | +31.1% | +57.4% | +70.5% |
| All | +530.5% | -20.0% | +550.5% | +452.9% |
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