+332.2%
AU vs POET
-20.5%
+352.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.4% |
| 7D | -4.3% | +0.4% | -4.6% | -4.3% |
| 30D | +7.3% | -10.4% | +17.7% | +7.6% |
| 3M | +26.3% | -29.3% | +55.7% | +27.3% |
| 6M | +1.8% | +6.9% | -5.1% | -0.1% |
| YTD | +26.8% | +25.6% | +1.2% | +23.7% |
| 1Y | +66.7% | +49.2% | +17.5% | +61.3% |
| 3Y | +579.1% | +128.4% | +450.6% | +535.0% |
| 5Y | +689.3% | -4.2% | +693.6% | +642.9% |
| 10Y | +686.6% | +30.3% | +656.3% | +615.0% |
| All | +332.2% | -20.5% | +352.7% | +275.0% |
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