+29.6%
EMB vs POET
+30.3%
-0.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -0.2% |
| 7D | -1.2% | +0.4% | -1.6% | -1.2% |
| 30D | -1.3% | -10.4% | +9.1% | -1.1% |
| 3M | -1.8% | -29.3% | +27.6% | -1.4% |
| 6M | +0.2% | +6.9% | -6.7% | -1.2% |
| YTD | +0.4% | +25.6% | -25.2% | -1.5% |
| 1Y | +2.8% | +49.2% | -46.3% | +0.2% |
| 3Y | +29.1% | +128.4% | -99.3% | +21.9% |
| 5Y | +6.3% | -4.2% | +10.5% | +1.2% |
| All | +29.6% | +30.3% | -0.7% | +20.4% |
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