-21.1%
AMRZ vs POET
+100.3%
-121.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | +0.1% |
| 7D | -7.5% | +0.4% | -7.9% | -7.5% |
| 30D | -12.4% | -10.4% | -2.0% | -12.2% |
| 3M | -22.4% | -29.3% | +7.0% | -22.0% |
| 6M | -29.5% | +6.9% | -36.4% | -32.2% |
| YTD | -24.1% | +25.6% | -49.7% | -27.9% |
| 1Y | -26.3% | +49.2% | -75.4% | -29.3% |
| All | -21.1% | +100.3% | -121.3% | -22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling