+188.2%
ASML vs POET
+130.8%
+57.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.9% | -2.0% | +2.5% |
| 7D | +6.0% | +17.0% | -11.1% | +4.7% |
| 30D | +1.4% | -6.7% | +8.1% | +1.8% |
| 3M | +1.0% | -32.3% | +33.4% | +3.2% |
| 6M | +37.0% | +32.3% | +4.7% | +30.0% |
| YTD | +65.8% | +31.3% | +34.5% | +56.7% |
| 1Y | +123.1% | +55.3% | +67.8% | +106.6% |
| 3Y | +188.2% | +136.8% | +51.4% | +140.7% |
| All | +188.2% | +130.8% | +57.3% | +140.7% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling