+1,321.9%
AMAT vs POET
+133.2%
+1,188.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.6% |
| 7D | +11.4% | +1.2% | +10.2% | +11.3% |
| 30D | -17.0% | -12.2% | -4.9% | -16.1% |
| 3M | -30.6% | -42.4% | +11.8% | -27.4% |
| 6M | -14.9% | -64.3% | +49.4% | -8.8% |
| YTD | +44.7% | -19.0% | +63.6% | +42.0% |
| 1Y | +66.9% | +9.1% | +57.7% | +59.9% |
| 3Y | +153.3% | +297.7% | -144.4% | +111.8% |
| 5Y | +146.2% | -38.2% | +184.4% | +121.9% |
| All | +1,321.9% | +133.2% | +1,188.7% | +1,098.0% |
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