+423.0%
ECHO vs POET
+120.8%
+302.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +1.1% |
| 7D | +3.7% | +0.4% | +3.3% | +3.7% |
| 30D | +0.7% | -10.4% | +11.1% | +1.3% |
| 3M | -27.3% | -29.3% | +2.0% | -26.2% |
| 6M | -17.0% | +6.9% | -23.8% | -21.7% |
| YTD | -14.3% | +25.6% | -39.9% | -20.5% |
| 1Y | +20.9% | +49.2% | -28.3% | +9.7% |
| 3Y | +423.0% | +128.4% | +294.5% | +317.2% |
| All | +423.0% | +120.8% | +302.1% | +317.2% |
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