+2,855.4%
AMAT vs POET
-20.8%
+2,876.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +8.0% | -3.7% | +3.9% |
| 7D | -1.5% | +5.6% | -7.1% | -1.8% |
| 30D | -14.8% | -2.1% | -12.7% | -14.8% |
| 3M | -9.3% | -48.8% | +39.6% | -6.7% |
| 6M | +27.4% | +15.8% | +11.6% | +24.2% |
| YTD | +77.6% | +25.1% | +52.4% | +72.3% |
| 1Y | +188.9% | +50.6% | +138.4% | +176.5% |
| 3Y | +202.3% | +107.9% | +94.4% | +175.9% |
| 5Y | +248.9% | -11.0% | +259.9% | +222.1% |
| 10Y | +1,585.2% | +25.7% | +1,559.5% | +1,387.7% |
| All | +2,855.4% | -20.8% | +2,876.2% | +2,560.8% |
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