+369.5%
ALAB vs POET
+531.0%
-161.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.3% | +1.3% |
| 7D | -6.2% | +0.4% | -6.6% | -6.4% |
| 30D | -8.7% | -10.4% | +1.7% | -6.5% |
| 3M | -20.7% | -29.3% | +8.6% | -14.5% |
| 6M | +133.5% | +6.9% | +126.7% | +104.7% |
| YTD | +75.1% | +25.6% | +49.5% | +46.4% |
| 1Y | +25.0% | +49.2% | -24.1% | -2.7% |
| All | +369.5% | +531.0% | -161.5% | +178.3% |
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