+115.6%
ASML vs POET
-2.2%
+117.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.9% | -2.0% | +2.5% |
| 7D | +6.0% | +17.0% | -11.1% | +4.6% |
| 30D | +1.4% | -6.7% | +8.1% | +1.8% |
| 3M | +1.0% | -32.3% | +33.4% | +3.4% |
| 6M | +37.0% | +32.3% | +4.7% | +28.8% |
| YTD | +65.8% | +31.3% | +34.5% | +55.2% |
| 1Y | +123.1% | +55.3% | +67.8% | +103.6% |
| 3Y | +188.2% | +136.8% | +51.4% | +145.3% |
| 5Y | +115.6% | -2.2% | +117.8% | +83.7% |
| All | +115.6% | -2.2% | +117.8% | +83.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling