+131.7%
AG vs POET
+56.2%
+75.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +8.0% | -10.0% | -2.9% |
| 7D | +1.0% | +5.6% | -4.6% | +0.4% |
| 30D | +19.2% | -2.1% | +21.3% | +19.4% |
| 3M | +6.2% | -48.8% | +55.0% | +12.3% |
| 6M | -26.7% | +15.8% | -42.5% | -31.4% |
| YTD | +26.1% | +25.1% | +1.0% | +14.4% |
| 1Y | +131.7% | +50.6% | +81.1% | +141.6% |
| All | +131.7% | +56.2% | +75.4% | +141.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling