+56.2%
AG vs POET
-6.5%
+62.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +18.7% |
| 6M | -23.8% | +6.9% | -30.6% | -28.4% |
| YTD | +17.6% | +25.6% | -8.0% | +7.7% |
| 1Y | +88.6% | +49.2% | +39.5% | +67.6% |
| 3Y | +253.4% | +128.4% | +125.0% | +179.0% |
| All | +56.2% | -6.5% | +62.6% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling