-18.3%
AMRZ vs POET
+109.3%
-127.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +4.9% | -9.2% | -4.4% |
| 7D | -2.0% | +17.0% | -19.1% | -2.4% |
| 30D | -9.8% | -6.7% | -3.1% | -9.7% |
| 3M | -17.2% | -32.3% | +15.1% | -16.7% |
| 6M | -26.9% | +32.3% | -59.3% | -30.2% |
| YTD | -21.5% | +31.3% | -52.8% | -25.4% |
| 1Y | -22.9% | +55.3% | -78.2% | -26.2% |
| All | -18.3% | +109.3% | -127.6% | -20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling