+1,344.7%
EME vs POET
+30.3%
+1,314.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.6% | -0.3% | +4.0% |
| 7D | +3.5% | +0.4% | +3.1% | +3.5% |
| 30D | -6.3% | -10.4% | +4.0% | -5.7% |
| 3M | -3.8% | -29.3% | +25.6% | -2.1% |
| 6M | +8.5% | +6.9% | +1.7% | +4.0% |
| YTD | +27.8% | +25.6% | +2.2% | +20.8% |
| 1Y | +22.2% | +49.2% | -26.9% | +13.4% |
| 3Y | +253.5% | +128.4% | +125.0% | +205.1% |
| 5Y | +578.6% | -4.2% | +582.8% | +496.0% |
| All | +1,344.7% | +30.3% | +1,314.4% | +1,104.4% |
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