+285.3%
ATI vs POET
-24.0%
+309.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.0% | +1.3% | -3.4% |
| 7D | -2.7% | +3.7% | -6.4% | -2.9% |
| 30D | -13.5% | -11.5% | -2.0% | -13.1% |
| 3M | +8.5% | -30.8% | +39.3% | +9.8% |
| 6M | +25.2% | +8.6% | +16.6% | +21.5% |
| YTD | +73.4% | +20.1% | +53.3% | +67.2% |
| 1Y | +160.5% | +35.7% | +124.8% | +148.1% |
| 3Y | +347.3% | +116.5% | +230.8% | +302.2% |
| 5Y | +1,049.0% | -8.4% | +1,057.4% | +949.0% |
| 10Y | +1,131.4% | +24.6% | +1,106.8% | +966.1% |
| All | +285.3% | -24.0% | +309.3% | +231.5% |
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