+86.4%
ASML vs POET
-35.9%
+122.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.7% | +2.5% | +5.9% |
| 7D | -0.8% | +9.6% | -10.4% | -1.7% |
| 30D | -14.9% | -24.5% | +9.6% | -12.9% |
| 3M | -13.0% | -41.0% | +28.0% | -9.3% |
| 6M | -4.7% | -52.0% | +47.3% | -0.7% |
| YTD | +42.3% | -16.9% | +59.2% | +38.2% |
| 1Y | +49.7% | -2.4% | +52.1% | +43.1% |
| 3Y | +144.3% | +260.3% | -116.0% | +103.1% |
| 5Y | +86.4% | -35.1% | +121.4% | +68.9% |
| All | +86.4% | -35.9% | +122.2% | +68.9% |
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 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