+115.6%
AMDL vs POET
+467.2%
-351.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.0% | -1.7% | -4.9% |
| 7D | +20.7% | +3.7% | +17.0% | +19.4% |
| 30D | +9.4% | -11.5% | +21.0% | +14.8% |
| 3M | +5.6% | -30.8% | +36.4% | +23.1% |
| 6M | +340.3% | +8.6% | +331.7% | +300.5% |
| YTD | +253.6% | +20.1% | +233.6% | +211.4% |
| 1Y | +443.4% | +35.7% | +407.7% | +358.2% |
| All | +115.6% | +467.2% | -351.6% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling