+386.0%
EMR vs POET
-20.0%
+406.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.5% | -1.1% |
| 7D | +0.9% | +9.7% | -8.8% | +0.6% |
| 30D | -5.0% | -6.5% | +1.6% | -4.8% |
| 3M | +5.9% | -25.7% | +31.6% | +6.7% |
| 6M | +7.3% | +19.6% | -12.3% | +3.9% |
| YTD | +14.6% | +26.4% | -11.8% | +10.3% |
| 1Y | +15.6% | +50.1% | -34.5% | +9.9% |
| 3Y | +60.2% | +127.9% | -67.7% | +44.1% |
| 5Y | +65.8% | -5.9% | +71.7% | +51.3% |
| 10Y | +277.4% | +31.1% | +246.2% | +224.7% |
| All | +386.0% | -20.0% | +406.0% | +315.2% |
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