+981.5%
ELV vs POET
-20.5%
+1,002.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.5% |
| 7D | +2.8% | +0.4% | +2.4% | +2.7% |
| 30D | +4.9% | -10.4% | +15.3% | +5.1% |
| 3M | +4.9% | -29.3% | +34.2% | +5.3% |
| 6M | +45.1% | +6.9% | +38.2% | +42.8% |
| YTD | +20.7% | +25.6% | -4.9% | +18.2% |
| 1Y | +35.0% | +49.2% | -14.1% | +31.3% |
| 3Y | -2.4% | +128.4% | -130.9% | -8.3% |
| 5Y | +25.5% | -4.2% | +29.7% | +18.9% |
| 10Y | +277.1% | +30.3% | +246.8% | +242.6% |
| All | +981.5% | -20.5% | +1,002.0% | +877.8% |
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 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