+227.2%
AMAT vs POET
+122.2%
+104.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.7% | +2.9% | -0.4% |
| 7D | +6.9% | +9.7% | -2.8% | +5.9% |
| 30D | -10.1% | -6.5% | -3.6% | -9.6% |
| 3M | -6.0% | -25.7% | +19.7% | -3.7% |
| 6M | +38.6% | +19.6% | +19.1% | +31.0% |
| YTD | +83.1% | +26.4% | +56.7% | +71.6% |
| 1Y | +188.3% | +50.1% | +138.3% | +163.2% |
| All | +227.2% | +122.2% | +104.9% | +165.7% |
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