+495.7%
ADBE vs POET
-20.5%
+516.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +1.3% |
| 7D | -5.4% | +0.4% | -5.7% | -5.4% |
| 30D | -2.5% | -10.4% | +7.9% | -2.3% |
| 3M | +15.3% | -29.3% | +44.6% | +15.8% |
| 6M | -7.8% | +6.9% | -14.7% | -9.9% |
| YTD | -27.9% | +25.6% | -53.5% | -30.1% |
| 1Y | -28.0% | +49.2% | -77.2% | -30.9% |
| 3Y | -55.3% | +128.4% | -183.8% | -58.8% |
| 5Y | -61.7% | -4.2% | -57.5% | -64.4% |
| 10Y | +153.8% | +30.3% | +123.5% | +125.5% |
| All | +495.7% | -20.5% | +516.2% | +442.4% |
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