+1.8%
AXP vs POET
-62.0%
+63.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.8% | +5.2% | -1.5% |
| 7D | -2.1% | +22.3% | -24.4% | -2.4% |
| 30D | +2.7% | -17.6% | +20.2% | +3.0% |
| 3M | -7.3% | -41.3% | +34.0% | -6.5% |
| 6M | +1.8% | -62.1% | +63.8% | +2.4% |
| All | +1.8% | -62.0% | +63.8% | +2.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling