+44.6%
AU vs POET
-21.9%
+66.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -4.1% | +12.1% | +8.3% |
| 7D | +0.8% | -16.4% | +17.2% | +2.3% |
| 30D | -7.0% | -37.5% | +30.6% | -3.2% |
| 3M | +8.5% | -43.1% | +51.6% | +13.5% |
| 6M | -1.3% | -31.4% | +30.1% | +1.1% |
| YTD | +6.8% | -22.9% | +29.7% | +1.6% |
| 1Y | +44.6% | -18.0% | +62.6% | +37.7% |
| All | +44.6% | -21.9% | +66.5% | +37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling