+1,118.3%
AME vs POET
-20.5%
+1,138.8%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.6% | -1.3% | +3.2% |
| 7D | +1.7% | +0.4% | +1.4% | +1.7% |
| 30D | -6.4% | -10.4% | +3.9% | -6.3% |
| 3M | +7.1% | -29.3% | +36.4% | +7.6% |
| 6M | +8.2% | +6.9% | +1.3% | +6.5% |
| YTD | +18.2% | +25.6% | -7.4% | +15.8% |
| 1Y | +26.7% | +49.2% | -22.4% | +23.2% |
| 3Y | +60.7% | +128.4% | -67.8% | +51.3% |
| 5Y | +91.6% | -4.2% | +95.8% | +81.7% |
| 10Y | +441.1% | +30.3% | +410.7% | +398.6% |
| All | +1,118.3% | -20.5% | +1,138.8% | +1,166.8% |
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