+291.7%
AEM vs POET
-24.0%
+315.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.0% | +2.1% | -2.8% |
| 7D | -5.0% | +3.7% | -8.7% | -5.1% |
| 30D | +8.5% | -11.5% | +20.0% | +8.7% |
| 3M | +29.3% | -30.8% | +60.1% | +30.1% |
| 6M | -12.9% | +8.6% | -21.5% | -14.2% |
| YTD | +16.8% | +20.1% | -3.3% | +14.7% |
| 1Y | +29.8% | +35.7% | -5.9% | +26.8% |
| 3Y | +336.7% | +116.5% | +220.2% | +314.6% |
| 5Y | +299.9% | -8.4% | +308.4% | +281.6% |
| 10Y | +362.2% | +24.6% | +337.6% | +328.1% |
| All | +291.7% | -24.0% | +315.7% | +156.6% |
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