+1,449.3%
EAT vs POET
-24.0%
+1,473.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.2% |
| 7D | -6.2% | +3.7% | -9.9% | -6.3% |
| 30D | -3.0% | -11.5% | +8.5% | -2.8% |
| 3M | +45.6% | -30.8% | +76.4% | +46.5% |
| 6M | +53.5% | +8.6% | +45.0% | +50.2% |
| YTD | +49.6% | +20.1% | +29.5% | +45.6% |
| 1Y | +38.9% | +35.7% | +3.2% | +34.0% |
| 3Y | +589.7% | +116.5% | +473.1% | +537.4% |
| 5Y | +318.7% | -8.4% | +327.1% | +290.2% |
| 10Y | +380.1% | +24.6% | +355.5% | +339.0% |
| All | +1,449.3% | -24.0% | +1,473.3% | +1,753.0% |
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