+295.8%
AMD vs POET
-35.7%
+331.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -6.8% | +12.7% | +6.9% |
| 7D | +44.7% | +22.3% | +22.4% | +40.3% |
| 30D | -3.3% | -17.6% | +14.2% | -0.3% |
| 3M | +21.2% | -41.3% | +62.5% | +31.0% |
| 6M | +30.6% | -62.1% | +92.6% | +46.2% |
| YTD | +173.3% | -17.7% | +191.0% | +168.5% |
| 1Y | +126.1% | +3.2% | +122.9% | +116.0% |
| 3Y | +393.5% | +294.7% | +98.9% | +308.9% |
| 5Y | +295.8% | -37.2% | +333.0% | +259.3% |
| All | +295.8% | -35.7% | +331.4% | +259.3% |
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