+119.5%
ASML vs POET
+50.9%
+68.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.7% | -1.6% |
| 7D | +2.8% | +9.7% | -6.9% | +1.8% |
| 30D | -0.2% | -6.5% | +6.3% | +0.4% |
| 3M | -2.6% | -25.7% | +23.1% | -0.6% |
| 6M | +27.9% | +19.6% | +8.3% | +20.9% |
| YTD | +62.4% | +26.4% | +36.1% | +51.9% |
| All | +119.5% | +50.9% | +68.6% | +113.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling