+114.8%
EEM vs POET
-20.5%
+135.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.4% | +1.1% |
| 7D | -1.3% | +0.4% | -1.6% | -1.3% |
| 30D | +2.1% | -10.4% | +12.4% | +2.4% |
| 3M | +1.0% | -29.3% | +30.4% | +1.9% |
| 6M | +15.9% | +6.9% | +9.1% | +13.6% |
| YTD | +24.6% | +25.6% | -0.9% | +21.3% |
| 1Y | +32.3% | +49.2% | -16.9% | +27.4% |
| 3Y | +85.9% | +128.4% | -42.5% | +71.3% |
| 5Y | +45.4% | -4.2% | +49.6% | +35.4% |
| 10Y | +130.1% | +30.3% | +99.8% | +103.6% |
| All | +114.8% | -20.5% | +135.3% | +81.1% |
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