+67.1%
ACWI vs POET
-11.6%
+78.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.0% | +4.2% | -0.7% |
| 7D | -1.9% | +3.7% | -5.6% | -2.1% |
| 30D | -1.3% | -11.5% | +10.2% | -0.9% |
| 3M | +5.0% | -30.8% | +35.8% | +6.0% |
| 6M | +11.7% | +8.6% | +3.2% | +8.4% |
| YTD | +13.0% | +20.1% | -7.1% | +8.8% |
| 1Y | +19.2% | +35.7% | -16.5% | +13.5% |
| 3Y | +75.0% | +116.5% | -41.5% | +60.1% |
| 5Y | +67.1% | -8.4% | +75.5% | +54.0% |
| All | +67.1% | -11.6% | +78.7% | +54.0% |
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 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