+20.1%
EIX vs POET
-6.5%
+26.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.6% | -5.9% | -1.4% |
| 7D | -1.4% | +0.4% | -1.7% | -1.4% |
| 30D | -19.3% | -10.4% | -8.9% | -19.1% |
| 3M | -21.7% | -29.3% | +7.7% | -21.2% |
| 6M | -19.8% | +6.9% | -26.7% | -21.9% |
| YTD | -3.0% | +25.6% | -28.6% | -6.4% |
| 1Y | +5.1% | +49.2% | -44.1% | +0.1% |
| 3Y | -7.0% | +128.4% | -135.4% | -14.7% |
| All | +20.1% | -6.5% | +26.6% | +7.8% |
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