+0.6%
EMB vs POET
-21.9%
+22.5%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.1% | +1.1% |
| 7D | +0.7% | -16.4% | +17.1% | +0.9% |
| 30D | +2.3% | -37.5% | +39.8% | +2.8% |
| 3M | -2.5% | -43.1% | +40.6% | -1.9% |
| 6M | -1.1% | -31.4% | +30.3% | -1.0% |
| YTD | -0.6% | -22.9% | +22.3% | -1.2% |
| 1Y | +0.6% | -18.0% | +18.6% | -0.1% |
| All | +0.6% | -21.9% | +22.5% | -0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling