+7,383.2%
ASML vs POET
-20.8%
+7,404.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.0% | -3.9% | +3.8% |
| 7D | +1.1% | +5.6% | -4.5% | +0.9% |
| 30D | +2.2% | -2.1% | +4.3% | +2.2% |
| 3M | -2.3% | -48.8% | +46.5% | 0.0% |
| 6M | +23.0% | +15.8% | +7.2% | +19.9% |
| YTD | +61.1% | +25.1% | +35.9% | +56.2% |
| 1Y | +129.1% | +50.6% | +78.5% | +119.2% |
| 3Y | +165.4% | +107.9% | +57.5% | +142.2% |
| 5Y | +109.5% | -11.0% | +120.5% | +93.3% |
| 10Y | +1,645.7% | +25.7% | +1,620.0% | +1,430.8% |
| All | +7,383.2% | -20.8% | +7,404.0% | +6,063.2% |
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