+262.0%
AMAT vs POET
-4.8%
+266.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.6% |
| 6M | +38.6% | +19.6% | +19.1% | +30.7% |
| YTD | +83.1% | +26.4% | +56.7% | +71.1% |
| 1Y | +188.3% | +50.1% | +138.3% | +161.8% |
| 3Y | +225.3% | +127.9% | +97.4% | +175.1% |
| 5Y | +262.0% | -5.9% | +267.8% | +214.3% |
| All | +262.0% | -4.8% | +266.7% | +214.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling