+299.7%
ARM vs POET
+119.7%
+180.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.0% | +1.2% | -2.9% |
| 7D | +4.8% | +3.7% | +1.1% | +4.1% |
| 30D | -5.5% | -11.5% | +6.0% | -3.5% |
| 3M | -17.3% | -30.8% | +13.5% | -12.1% |
| 6M | +110.9% | +8.6% | +102.3% | +99.4% |
| YTD | +132.5% | +20.1% | +112.5% | +114.8% |
| 1Y | +64.9% | +35.7% | +29.2% | +47.3% |
| All | +299.7% | +119.7% | +180.1% | +224.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling