+940.3%
AXP vs POET
-48.7%
+989.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.8% |
| 7D | -0.1% | +1.2% | -1.3% | -0.2% |
| 30D | +4.4% | -12.2% | +16.6% | +4.7% |
| 3M | -6.4% | -42.4% | +36.0% | -5.1% |
| 6M | +4.2% | -64.3% | +68.5% | +6.3% |
| YTD | -12.4% | -19.0% | +6.6% | -14.4% |
| 1Y | -11.1% | +9.1% | -20.3% | -14.2% |
| 3Y | +114.9% | +297.7% | -182.8% | +92.4% |
| 5Y | +87.4% | -38.2% | +125.6% | +74.3% |
| 10Y | +420.8% | +123.0% | +297.8% | +356.9% |
| All | +940.3% | -48.7% | +989.0% | +913.7% |
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