+271.7%
ALB vs POET
-20.0%
+291.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.7% | +0.9% | -2.7% |
| 7D | -8.6% | +9.7% | -18.3% | -8.9% |
| 30D | -4.0% | -6.5% | +2.5% | -3.9% |
| 3M | -17.4% | -25.7% | +8.3% | -16.7% |
| 6M | -25.4% | +19.6% | -45.0% | -27.9% |
| YTD | -10.5% | +26.4% | -36.9% | -14.0% |
| 1Y | +75.8% | +50.1% | +25.7% | +67.1% |
| 3Y | -28.5% | +127.9% | -156.4% | -35.5% |
| 5Y | -45.1% | -5.9% | -39.2% | -49.9% |
| 10Y | +87.3% | +31.1% | +56.2% | +63.9% |
| All | +271.7% | -20.0% | +291.7% | +222.6% |
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