+48.4%
ASML vs POET
-5.8%
+54.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.3% | +0.2% |
| 7D | -2.9% | -0.4% | -2.5% | -2.9% |
| 30D | -15.2% | -27.3% | +12.1% | -11.9% |
| 3M | -12.9% | -40.8% | +27.9% | -7.4% |
| 6M | -5.0% | -53.7% | +48.7% | +1.8% |
| YTD | +41.8% | -19.9% | +61.7% | +34.4% |
| All | +48.4% | -5.8% | +54.1% | +38.4% |
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 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