+2.1%
AVTR vs POET
+194.4%
-192.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.7% |
| 7D | -1.1% | +0.4% | -1.4% | -1.1% |
| 30D | +6.3% | -10.4% | +16.7% | +6.9% |
| 3M | +53.3% | -29.3% | +82.6% | +55.4% |
| 6M | +78.6% | +6.9% | +71.8% | +69.3% |
| YTD | +29.2% | +25.6% | +3.6% | +20.4% |
| 1Y | +13.8% | +49.2% | -35.3% | +3.5% |
| 3Y | -27.4% | +128.4% | -155.9% | -40.9% |
| 5Y | -65.0% | -4.2% | -60.8% | -70.0% |
| All | +2.1% | +194.4% | -192.3% | -36.6% |
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