+120.4%
AS vs POET
+495.5%
-375.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.0% | -4.5% | +3.2% |
| 7D | -4.9% | +5.6% | -10.5% | -5.2% |
| 30D | -19.6% | -2.1% | -17.5% | -19.6% |
| 3M | -14.4% | -48.8% | +34.5% | -12.0% |
| 6M | -20.1% | +15.8% | -35.9% | -24.9% |
| YTD | -20.9% | +25.1% | -46.1% | -26.5% |
| 1Y | -21.9% | +50.6% | -72.4% | -29.3% |
| All | +120.4% | +495.5% | -375.1% | +79.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling