+60.2%
EMR vs POET
+120.8%
-60.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.0% | +2.4% |
| 7D | -0.4% | +0.4% | -0.8% | -0.4% |
| 30D | -6.8% | -10.4% | +3.6% | -6.4% |
| 3M | +7.5% | -29.3% | +36.8% | +8.6% |
| 6M | +9.9% | +6.9% | +3.0% | +5.6% |
| YTD | +16.0% | +25.6% | -9.6% | +10.2% |
| 1Y | +12.4% | +49.2% | -36.7% | +5.1% |
| 3Y | +60.2% | +128.4% | -68.2% | +47.5% |
| All | +60.2% | +120.8% | -60.6% | +47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling