+369.9%
EWY vs POET
-20.5%
+390.4%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.6% | -1.4% | +3.1% |
| 7D | -0.1% | +0.4% | -0.5% | -0.1% |
| 30D | +7.3% | -10.4% | +17.7% | +7.8% |
| 3M | -5.1% | -29.3% | +24.2% | -4.0% |
| 6M | +42.1% | +6.9% | +35.2% | +39.9% |
| YTD | +94.1% | +25.6% | +68.5% | +90.0% |
| 1Y | +147.8% | +49.2% | +98.7% | +140.1% |
| 3Y | +222.9% | +128.4% | +94.5% | +199.9% |
| 5Y | +150.6% | -4.2% | +154.8% | +135.1% |
| 10Y | +304.4% | +30.3% | +274.1% | +262.7% |
| All | +369.9% | -20.5% | +390.4% | +327.4% |
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