+111.1%
AXP vs POET
+122.2%
-11.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.7% | +2.4% | -1.2% |
| 7D | -2.5% | +9.7% | -12.2% | -2.8% |
| 30D | -5.0% | -6.5% | +1.5% | -4.9% |
| 3M | +1.4% | -25.7% | +27.1% | +1.9% |
| 6M | +6.0% | +19.6% | -13.6% | +1.9% |
| YTD | -12.3% | +26.4% | -38.7% | -16.2% |
| 1Y | +0.3% | +50.1% | -49.8% | -5.8% |
| All | +111.1% | +122.2% | -11.1% | +92.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling