+273.7%
ELV vs POET
+30.3%
+243.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.4% |
| 7D | +3.2% | +0.4% | +2.8% | +3.2% |
| 30D | +5.4% | -10.4% | +15.7% | +5.5% |
| 3M | +5.4% | -29.3% | +34.7% | +5.7% |
| 6M | +45.7% | +6.9% | +38.9% | +43.0% |
| YTD | +21.2% | +25.6% | -4.4% | +18.2% |
| 1Y | +35.6% | +49.2% | -13.5% | +31.1% |
| 3Y | -2.0% | +128.4% | -130.5% | -9.1% |
| 5Y | +26.0% | -4.2% | +30.2% | +18.6% |
| All | +273.7% | +30.3% | +243.4% | +239.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling