+981.7%
ET vs POET
-24.0%
+1,005.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.4% |
| 7D | +1.4% | +3.7% | -2.3% | +1.2% |
| 30D | +4.6% | -11.5% | +16.1% | +4.9% |
| 3M | +16.0% | -30.8% | +46.8% | +16.9% |
| 6M | +22.8% | +8.6% | +14.2% | +19.6% |
| YTD | +38.9% | +20.1% | +18.8% | +34.4% |
| 1Y | +34.1% | +35.7% | -1.6% | +28.4% |
| 3Y | +98.8% | +116.5% | -17.7% | +80.0% |
| 5Y | +246.8% | -8.4% | +255.3% | +218.4% |
| 10Y | +174.4% | +24.6% | +149.8% | +137.6% |
| All | +981.7% | -24.0% | +1,005.7% | +819.4% |
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 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