+45.2%
ASML vs POET
-1.3%
+46.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.8% | +4.4% | -1.5% |
| 7D | +10.4% | +22.3% | -11.9% | +7.0% |
| 30D | -12.7% | -17.6% | +4.8% | -10.8% |
| 3M | -17.2% | -41.3% | +24.1% | -11.9% |
| 6M | -1.3% | -62.1% | +60.7% | +7.6% |
| YTD | +40.8% | -17.7% | +58.5% | +32.5% |
| 1Y | +45.2% | +3.2% | +42.0% | +33.8% |
| All | +45.2% | -1.3% | +46.5% | +33.8% |
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