+1,562.1%
ADI vs POET
-24.0%
+1,586.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | -0.9% |
| 7D | +1.3% | +3.7% | -2.4% | +1.2% |
| 30D | -6.0% | -11.5% | +5.6% | -5.6% |
| 3M | -7.7% | -30.8% | +23.1% | -6.7% |
| 6M | +14.0% | +8.6% | +5.4% | +11.3% |
| YTD | +34.4% | +20.1% | +14.3% | +30.5% |
| 1Y | +48.0% | +35.7% | +12.2% | +42.1% |
| 3Y | +113.3% | +116.5% | -3.2% | +95.0% |
| 5Y | +131.1% | -8.4% | +139.5% | +113.4% |
| 10Y | +628.7% | +24.6% | +604.1% | +542.6% |
| All | +1,562.1% | -24.0% | +1,586.1% | +1,392.7% |
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