+116.8%
EIX vs POET
-20.0%
+136.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.7% | +0.5% | -3.1% |
| 7D | +4.1% | +9.7% | -5.7% | +3.9% |
| 30D | -15.3% | -6.5% | -8.8% | -15.2% |
| 3M | -18.4% | -25.7% | +7.3% | -18.1% |
| 6M | -16.8% | +19.6% | -36.4% | -18.7% |
| YTD | -0.6% | +26.4% | -26.9% | -3.1% |
| 1Y | +10.7% | +50.1% | -39.4% | +6.8% |
| 3Y | -4.5% | +127.9% | -132.4% | -11.2% |
| 5Y | +24.0% | -5.9% | +29.9% | +16.3% |
| 10Y | +22.9% | +31.1% | -8.2% | +10.8% |
| All | +116.8% | -20.0% | +136.8% | +85.2% |
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 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