+68.5%
ENB vs POET
+120.8%
-52.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -1.0% |
| 7D | -4.7% | +0.4% | -5.0% | -4.7% |
| 30D | -5.9% | -10.4% | +4.5% | -5.8% |
| 3M | -14.2% | -29.3% | +15.1% | -14.1% |
| 6M | -8.6% | +6.9% | -15.4% | -8.8% |
| YTD | +3.9% | +25.6% | -21.7% | +3.5% |
| 1Y | +1.8% | +49.2% | -47.4% | +1.1% |
| 3Y | +68.5% | +128.4% | -60.0% | +69.6% |
| All | +68.5% | +120.8% | -52.3% | +69.6% |
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