+253.4%
AG vs POET
+120.8%
+132.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.6% | -7.5% | -3.4% |
| 7D | -6.7% | +0.4% | -7.1% | -6.8% |
| 30D | +2.2% | -10.4% | +12.5% | +3.2% |
| 3M | +15.7% | -29.3% | +45.0% | +18.9% |
| 6M | -23.8% | +6.9% | -30.6% | -28.7% |
| YTD | +17.6% | +25.6% | -8.0% | +7.1% |
| 1Y | +88.6% | +49.2% | +39.5% | +66.3% |
| 3Y | +253.4% | +128.4% | +125.0% | +225.5% |
| All | +253.4% | +120.8% | +132.6% | +225.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling