+138.3%
ADI vs POET
-6.5%
+144.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.6% | +0.2% | +4.6% |
| 7D | +4.6% | +0.4% | +4.2% | +4.5% |
| 30D | -1.2% | -10.4% | +9.2% | -0.6% |
| 3M | -7.8% | -29.3% | +21.5% | -6.4% |
| 6M | +19.3% | +6.9% | +12.5% | +14.8% |
| YTD | +40.9% | +25.6% | +15.3% | +33.6% |
| 1Y | +54.5% | +49.2% | +5.3% | +43.4% |
| 3Y | +123.4% | +128.4% | -5.0% | +94.2% |
| All | +138.3% | -6.5% | +144.8% | +104.5% |
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