+33.4%
AG vs POET
-21.9%
+55.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -4.1% | +13.3% | +9.7% |
| 7D | -2.6% | -16.4% | +13.8% | -0.4% |
| 30D | -12.1% | -37.5% | +25.4% | -7.0% |
| 3M | -6.6% | -43.1% | +36.5% | -0.4% |
| 6M | -20.5% | -31.4% | +10.9% | -16.7% |
| YTD | -7.4% | -22.9% | +15.5% | -12.8% |
| 1Y | +33.4% | -18.0% | +51.4% | +25.8% |
| All | +33.4% | -21.9% | +55.3% | +25.8% |
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