+117.8%
AMDL vs POET
+520.1%
-402.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +4.9% | +6.8% | +10.0% |
| 7D | +19.9% | +17.0% | +2.9% | +13.7% |
| 30D | +6.3% | -6.7% | +13.0% | +9.5% |
| 3M | -9.9% | -32.3% | +22.4% | +5.1% |
| 6M | +394.3% | +32.3% | +362.0% | +323.1% |
| YTD | +257.3% | +31.3% | +226.0% | +205.1% |
| 1Y | +508.5% | +55.3% | +453.2% | +392.5% |
| All | +117.8% | +520.1% | -402.4% | +36.6% |
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 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