+2,770.9%
AVGO vs POET
+30.3%
+2,740.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.6% | -4.3% | 0.0% |
| 7D | +1.1% | +0.4% | +0.8% | +1.1% |
| 30D | -13.0% | -10.4% | -2.6% | -12.4% |
| 3M | -6.0% | -29.3% | +23.4% | -4.1% |
| 6M | +6.4% | +6.9% | -0.5% | +1.4% |
| YTD | +5.0% | +25.6% | -20.6% | -1.6% |
| 1Y | +1.4% | +49.2% | -47.8% | -7.0% |
| 3Y | +336.8% | +128.4% | +208.4% | +271.9% |
| 5Y | +698.2% | -4.2% | +702.4% | +594.1% |
| All | +2,770.9% | +30.3% | +2,740.6% | +2,230.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling