+678.6%
AU vs POET
-6.5%
+685.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.2% |
| 7D | -4.3% | +0.4% | -4.6% | -4.3% |
| 30D | +7.3% | -10.4% | +17.7% | +8.0% |
| 3M | +26.3% | -29.3% | +55.7% | +28.4% |
| 6M | +1.8% | +6.9% | -5.1% | -2.8% |
| YTD | +26.8% | +25.6% | +1.2% | +19.2% |
| 1Y | +66.7% | +49.2% | +17.5% | +53.4% |
| 3Y | +579.1% | +128.4% | +450.6% | +488.1% |
| All | +678.6% | -6.5% | +685.1% | +586.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling