+2,467.8%
AMAT vs POET
-44.1%
+2,511.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +10.3% | -4.2% | +5.5% |
| 7D | +7.0% | +14.5% | -7.6% | +6.2% |
| 30D | -20.6% | -12.8% | -7.8% | -20.1% |
| 3M | -24.8% | -34.9% | +10.2% | -23.2% |
| 6M | -10.7% | -59.8% | +49.0% | -7.6% |
| YTD | +54.3% | -11.7% | +66.0% | +52.2% |
| 1Y | +73.7% | +5.7% | +68.1% | +69.8% |
| 3Y | +168.4% | +323.5% | -155.1% | +142.6% |
| 5Y | +167.6% | -31.0% | +198.5% | +150.8% |
| 10Y | +1,425.2% | +143.0% | +1,282.1% | +1,248.3% |
| All | +2,467.8% | -44.1% | +2,511.9% | +2,251.4% |
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