+9.6%
AMT vs POET
+120.8%
-111.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.6% | -1.8% | +2.9% |
| 7D | +1.1% | +0.4% | +0.8% | +1.1% |
| 30D | +4.4% | -10.4% | +14.7% | +4.3% |
| 3M | -5.2% | -29.3% | +24.2% | -5.3% |
| 6M | -0.8% | +6.9% | -7.7% | -0.6% |
| YTD | +3.3% | +25.6% | -22.3% | +3.6% |
| 1Y | -6.0% | +49.2% | -55.2% | -5.7% |
| 3Y | +9.6% | +128.4% | -118.9% | +11.6% |
| All | +9.6% | +120.8% | -111.2% | +11.6% |
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