-29.5%
AZO vs POET
+56.2%
-85.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.0% | -7.5% | +0.6% |
| 7D | +0.7% | +5.6% | -4.9% | +0.8% |
| 30D | -2.7% | -2.1% | -0.6% | -2.7% |
| 3M | -3.2% | -48.8% | +45.6% | -3.4% |
| 6M | -19.7% | +15.8% | -35.5% | -17.3% |
| YTD | -12.0% | +25.1% | -37.2% | -8.6% |
| 1Y | -29.5% | +50.6% | -80.1% | -24.4% |
| All | -29.5% | +56.2% | -85.7% | -24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling