+65.7%
AMGN vs POET
-21.9%
+87.7%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.1% | +7.9% | +3.7% |
| 7D | +5.9% | -16.4% | +22.3% | +5.9% |
| 30D | +18.7% | -37.5% | +56.3% | +18.7% |
| 3M | +23.4% | -43.1% | +66.5% | +23.4% |
| 6M | +49.7% | -31.4% | +81.1% | +48.5% |
| YTD | +49.2% | -22.9% | +72.1% | +45.8% |
| 1Y | +65.7% | -18.0% | +83.7% | +60.5% |
| All | +65.7% | -21.9% | +87.7% | +60.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling