+74.0%
ALB vs POET
+30.3%
+43.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +4.6% | -8.0% | -3.7% |
| 7D | -6.6% | +0.4% | -7.0% | -6.7% |
| 30D | -8.1% | -10.4% | +2.2% | -7.7% |
| 3M | -25.7% | -29.3% | +3.7% | -24.6% |
| 6M | -29.5% | +6.9% | -36.3% | -32.9% |
| YTD | -16.2% | +25.6% | -41.8% | -21.4% |
| 1Y | +59.2% | +49.2% | +10.1% | +46.4% |
| 3Y | -33.7% | +128.4% | -162.2% | -44.0% |
| 5Y | -48.1% | -4.2% | -43.9% | -55.4% |
| All | +74.0% | +30.3% | +43.7% | +51.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling