+48.5%
AMZN vs POET
-6.5%
+55.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | +1.7% |
| 7D | -0.7% | +0.4% | -1.0% | -0.7% |
| 30D | -3.9% | -10.4% | +6.4% | -3.5% |
| 3M | +6.3% | -29.3% | +35.7% | +7.5% |
| 6M | +20.8% | +6.9% | +13.9% | +15.4% |
| YTD | +11.2% | +25.6% | -14.3% | +4.8% |
| 1Y | +11.7% | +49.2% | -37.5% | +3.0% |
| 3Y | +79.4% | +128.4% | -49.0% | +56.0% |
| All | +48.5% | -6.5% | +55.0% | +29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling