+21.3%
AR vs POET
+56.2%
-34.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.0% | -8.8% | -0.8% |
| 7D | +2.5% | +5.6% | -3.1% | +2.4% |
| 30D | +14.8% | -2.1% | +16.9% | +14.8% |
| 3M | +6.2% | -48.8% | +55.1% | +7.7% |
| 6M | +4.3% | +15.8% | -11.5% | +0.2% |
| YTD | +14.4% | +25.1% | -10.8% | +7.9% |
| 1Y | +21.3% | +50.6% | -29.2% | +11.6% |
| All | +21.3% | +56.2% | -34.9% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling