+107.2%
AS vs POET
+501.5%
-394.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.7% | +0.5% | -3.0% |
| 7D | -2.8% | +9.7% | -12.5% | -3.2% |
| 30D | -23.2% | -6.5% | -16.7% | -23.1% |
| 3M | -20.1% | -25.7% | +5.6% | -19.3% |
| 6M | -18.5% | +19.6% | -38.1% | -23.5% |
| YTD | -25.6% | +26.4% | -52.0% | -30.9% |
| 1Y | -24.4% | +50.1% | -74.4% | -31.5% |
| All | +107.2% | +501.5% | -394.3% | +69.1% |
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 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