+61.5%
ALB vs POET
+56.2%
+5.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +8.0% | -12.5% | -4.9% |
| 7D | -8.1% | +5.6% | -13.7% | -8.4% |
| 30D | +6.3% | -2.1% | +8.4% | +6.3% |
| 3M | -23.6% | -48.8% | +25.3% | -21.8% |
| 6M | -24.6% | +15.8% | -40.4% | -30.5% |
| YTD | -10.3% | +25.1% | -35.4% | -19.2% |
| 1Y | +61.5% | +50.6% | +10.9% | +53.0% |
| All | +61.5% | +56.2% | +5.2% | +53.0% |
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