-14.7%
AMRZ vs POET
+99.5%
-114.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.0% | -8.5% | -0.6% |
| 7D | -1.9% | +5.6% | -7.5% | -2.0% |
| 30D | -16.9% | -2.1% | -14.8% | -16.9% |
| 3M | -19.2% | -48.8% | +29.6% | -18.1% |
| 6M | -29.3% | +15.8% | -45.1% | -32.2% |
| YTD | -18.0% | +25.1% | -43.1% | -22.0% |
| 1Y | -15.1% | +50.6% | -65.7% | -18.6% |
| All | -14.7% | +99.5% | -114.2% | -16.4% |
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