+228.4%
ACWI vs POET
+30.3%
+198.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.7% |
| 7D | -1.0% | +0.4% | -1.4% | -1.0% |
| 30D | -0.9% | -10.4% | +9.5% | -0.5% |
| 3M | +3.5% | -29.3% | +32.8% | +4.4% |
| 6M | +12.8% | +6.9% | +6.0% | +9.7% |
| YTD | +14.0% | +25.6% | -11.6% | +9.8% |
| 1Y | +19.2% | +49.2% | -30.0% | +13.2% |
| 3Y | +75.1% | +128.4% | -53.3% | +57.6% |
| 5Y | +68.6% | -4.2% | +72.8% | +53.9% |
| All | +228.4% | +30.3% | +198.1% | +187.0% |
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