-20.3%
AMRZ vs POET
+31.2%
-51.5%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.8% | +4.9% | -1.8% |
| 7D | -4.0% | +22.3% | -26.3% | -4.5% |
| 30D | +12.4% | -17.6% | +30.0% | +12.8% |
| 3M | -11.5% | -41.3% | +29.8% | -10.4% |
| 6M | -21.6% | -62.1% | +40.5% | -20.3% |
| YTD | -23.4% | -17.7% | -5.7% | -26.5% |
| 1Y | -17.2% | +3.2% | -20.3% | -21.3% |
| All | -20.3% | +31.2% | -51.5% | -21.2% |
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