+953.3%
ASX vs POET
+30.3%
+922.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -1.3% |
| 7D | +5.2% | +0.4% | +4.8% | +5.2% |
| 30D | +0.5% | -10.4% | +10.9% | +1.3% |
| 3M | +8.3% | -29.3% | +37.7% | +10.8% |
| 6M | +82.0% | +6.9% | +75.2% | +75.8% |
| YTD | +147.6% | +25.6% | +122.0% | +135.7% |
| 1Y | +258.8% | +49.2% | +209.7% | +234.4% |
| 3Y | +452.1% | +128.4% | +323.6% | +376.4% |
| 5Y | +441.7% | -4.2% | +446.0% | +377.5% |
| All | +953.3% | +30.3% | +922.9% | +749.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling