+75.0%
ACWI vs POET
+122.2%
-47.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.1% | -0.5% |
| 7D | 0.0% | +9.7% | -9.7% | -0.4% |
| 30D | -0.6% | -6.5% | +6.0% | -0.4% |
| 3M | +4.3% | -25.7% | +30.0% | +4.9% |
| 6M | +12.7% | +19.6% | -6.9% | +9.3% |
| YTD | +13.9% | +26.4% | -12.5% | +9.9% |
| 1Y | +20.5% | +50.1% | -29.6% | +14.9% |
| All | +75.0% | +122.2% | -47.2% | +62.2% |
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