+458.4%
AXP vs POET
+24.6%
+433.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.1% |
| 7D | -2.8% | +3.7% | -6.4% | -3.0% |
| 30D | -5.9% | -11.5% | +5.6% | -5.4% |
| 3M | +2.6% | -30.8% | +33.4% | +3.9% |
| 6M | +6.4% | +8.6% | -2.2% | +1.3% |
| YTD | -12.6% | +20.1% | -32.7% | -17.7% |
| 1Y | +0.2% | +35.7% | -35.5% | -7.4% |
| 3Y | +110.9% | +116.5% | -5.6% | +77.8% |
| 5Y | +114.7% | -8.4% | +123.2% | +85.8% |
| All | +458.4% | +24.6% | +433.9% | +358.6% |
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 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