+33.6%
ECHO vs POET
+56.2%
-22.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.0% | -8.0% | -0.6% |
| 7D | +3.4% | +5.6% | -2.2% | +3.0% |
| 30D | +2.4% | -2.1% | +4.5% | +2.4% |
| 3M | -28.0% | -48.8% | +20.9% | -25.7% |
| 6M | -21.2% | +15.8% | -37.0% | -29.1% |
| YTD | -17.4% | +25.1% | -42.5% | -27.3% |
| 1Y | +33.6% | +50.6% | -17.0% | +16.9% |
| All | +33.6% | +56.2% | -22.6% | +16.9% |
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