+319.9%
EAT vs POET
-6.5%
+326.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -1.2% |
| 7D | -7.7% | +0.4% | -8.1% | -7.7% |
| 30D | -13.6% | -10.4% | -3.2% | -13.3% |
| 3M | +33.9% | -29.3% | +63.2% | +35.2% |
| 6M | +47.2% | +6.9% | +40.3% | +41.3% |
| YTD | +48.1% | +25.6% | +22.5% | +40.2% |
| 1Y | +33.7% | +49.2% | -15.5% | +23.9% |
| 3Y | +595.8% | +128.4% | +467.3% | +498.5% |
| All | +319.9% | -6.5% | +326.3% | +258.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling