+386.9%
AG vs POET
-24.0%
+410.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.0% | +0.1% | -4.6% |
| 7D | -5.8% | +3.7% | -9.5% | -6.0% |
| 30D | +6.4% | -11.5% | +17.9% | +7.1% |
| 3M | +28.4% | -30.8% | +59.1% | +30.6% |
| 6M | -24.5% | +8.6% | -33.0% | -27.1% |
| YTD | +21.2% | +20.1% | +1.1% | +15.7% |
| 1Y | +114.1% | +35.7% | +78.4% | +101.4% |
| 3Y | +268.0% | +116.5% | +151.5% | +220.1% |
| 5Y | +67.3% | -8.4% | +75.8% | +48.1% |
| 10Y | +66.1% | +24.6% | +41.5% | +35.1% |
| All | +386.9% | -24.0% | +410.9% | +234.4% |
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