+390.9%
AMD vs POET
-4.8%
+395.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.7% | +6.8% | +3.5% |
| 7D | +14.0% | +9.7% | +4.3% | +12.6% |
| 30D | +11.0% | -6.5% | +17.5% | +12.0% |
| 3M | +9.6% | -25.7% | +35.3% | +13.6% |
| 6M | +157.1% | +19.6% | +137.5% | +139.9% |
| YTD | +143.3% | +26.4% | +116.9% | +124.6% |
| 1Y | +234.4% | +50.1% | +184.3% | +200.8% |
| 3Y | +391.2% | +127.9% | +263.3% | +316.6% |
| 5Y | +390.9% | -5.9% | +396.8% | +321.6% |
| All | +390.9% | -4.8% | +395.7% | +321.6% |
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