-34.0%
ALB vs POET
+120.8%
-154.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.6% | -8.4% | -4.1% |
| 7D | -6.9% | +0.4% | -7.3% | -7.0% |
| 30D | -8.4% | -10.4% | +1.9% | -7.8% |
| 3M | -25.9% | -29.3% | +3.4% | -24.5% |
| 6M | -29.7% | +6.9% | -36.6% | -34.7% |
| YTD | -16.5% | +25.6% | -42.1% | -24.2% |
| 1Y | +58.7% | +49.2% | +9.6% | +40.1% |
| 3Y | -34.0% | +128.4% | -162.4% | -48.9% |
| All | -34.0% | +120.8% | -154.8% | -48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling