+114.1%
AS vs POET
+524.8%
-410.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.9% | -7.8% | -3.1% |
| 7D | -2.6% | +17.0% | -19.7% | -3.4% |
| 30D | -22.1% | -6.7% | -15.4% | -22.0% |
| 3M | -15.3% | -32.3% | +17.0% | -14.1% |
| 6M | -15.6% | +32.3% | -47.9% | -21.2% |
| YTD | -23.2% | +31.3% | -54.5% | -28.8% |
| 1Y | -21.7% | +55.3% | -77.0% | -29.2% |
| All | +114.1% | +524.8% | -410.7% | +74.4% |
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