+932.1%
AXP vs POET
-47.9%
+980.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.8% | +5.2% | -1.4% |
| 7D | -2.1% | +22.3% | -24.4% | -2.8% |
| 30D | +2.7% | -17.6% | +20.2% | +3.1% |
| 3M | -7.3% | -41.3% | +34.0% | -6.0% |
| 6M | +1.8% | -62.1% | +63.8% | +3.6% |
| YTD | -13.1% | -17.7% | +4.6% | -15.1% |
| 1Y | -13.7% | +3.2% | -16.9% | -16.6% |
| 3Y | +113.1% | +294.7% | -181.6% | +90.8% |
| 5Y | +85.9% | -37.2% | +123.2% | +72.9% |
| 10Y | +416.7% | +126.5% | +290.2% | +353.0% |
| All | +932.1% | -47.9% | +980.0% | +905.2% |
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 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