+346.2%
ATI vs POET
+120.8%
+225.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -0.4% |
| 7D | -5.6% | +0.4% | -6.0% | -5.7% |
| 30D | -13.7% | -10.4% | -3.4% | -13.3% |
| 3M | -0.4% | -29.3% | +29.0% | +0.7% |
| 6M | +26.2% | +6.9% | +19.4% | +21.6% |
| YTD | +73.2% | +25.6% | +47.6% | +65.1% |
| 1Y | +161.6% | +49.2% | +112.5% | +145.7% |
| 3Y | +346.2% | +128.4% | +217.7% | +313.2% |
| All | +346.2% | +120.8% | +225.3% | +313.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling