+1,362.0%
AMAT vs POET
+136.8%
+1,225.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.8% | +3.2% | -3.0% |
| 7D | +19.3% | +22.3% | -3.0% | +17.1% |
| 30D | -17.9% | -17.6% | -0.4% | -16.6% |
| 3M | -30.4% | -41.3% | +10.8% | -27.3% |
| 6M | -11.4% | -62.1% | +50.6% | -5.5% |
| YTD | +48.8% | -17.7% | +66.5% | +45.8% |
| 1Y | +66.0% | +3.2% | +62.9% | +59.6% |
| 3Y | +158.8% | +294.7% | -135.9% | +116.4% |
| 5Y | +153.2% | -37.2% | +190.4% | +127.8% |
| All | +1,362.0% | +136.8% | +1,225.2% | +1,130.0% |
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