+142.2%
AS vs POET
+295.5%
-153.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.7% | -0.6% | +3.0% |
| 7D | +5.8% | +9.6% | -3.7% | +5.2% |
| 30D | +15.4% | -24.5% | +39.9% | +16.7% |
| 3M | -11.9% | -41.0% | +29.1% | -9.9% |
| 6M | -9.9% | -52.0% | +42.1% | -8.6% |
| YTD | -13.1% | -16.9% | +3.8% | -17.8% |
| 1Y | +9.9% | -2.4% | +12.3% | +2.2% |
| All | +142.2% | +295.5% | -153.2% | +101.3% |
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 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