-20.2%
AMRZ vs POET
+29.2%
-49.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.7% | +0.2% |
| 7D | -2.1% | +1.2% | -3.3% | -2.1% |
| 30D | +13.0% | -12.2% | +25.1% | +13.2% |
| 3M | -12.1% | -42.4% | +30.3% | -11.0% |
| 6M | -19.1% | -64.3% | +45.2% | -17.6% |
| YTD | -23.3% | -19.0% | -4.3% | -26.3% |
| 1Y | -16.6% | +9.1% | -25.7% | -20.8% |
| All | -20.2% | +29.2% | -49.4% | -21.1% |
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 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