+6,512.1%
ASML vs POET
-47.4%
+6,559.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.7% | +2.5% | +6.0% |
| 7D | -0.8% | +9.6% | -10.4% | -1.3% |
| 30D | -14.9% | -24.5% | +9.6% | -13.9% |
| 3M | -13.0% | -41.0% | +28.0% | -11.1% |
| 6M | -4.7% | -52.0% | +47.3% | -2.7% |
| YTD | +42.3% | -16.9% | +59.2% | +40.3% |
| 1Y | +49.7% | -2.4% | +52.1% | +46.4% |
| 3Y | +144.3% | +260.3% | -116.0% | +121.4% |
| 5Y | +86.4% | -35.1% | +121.4% | +74.6% |
| 10Y | +1,504.8% | +128.7% | +1,376.1% | +1,305.2% |
| All | +6,512.1% | -47.4% | +6,559.5% | +5,437.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling