+11.8%
AZO vs POET
+120.8%
-109.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.1% |
| 7D | -3.6% | +0.4% | -4.0% | -3.6% |
| 30D | -5.6% | -10.4% | +4.8% | -5.6% |
| 3M | -6.6% | -29.3% | +22.7% | -6.7% |
| 6M | -22.5% | +6.9% | -29.4% | -21.8% |
| YTD | -15.2% | +25.6% | -40.8% | -14.2% |
| 1Y | -33.9% | +49.2% | -83.1% | -33.0% |
| 3Y | +11.8% | +128.4% | -116.6% | +14.4% |
| All | +11.8% | +120.8% | -109.0% | +14.4% |
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 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