+89.4%
EWZ vs POET
+30.3%
+59.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -1.2% |
| 7D | +0.9% | +0.4% | +0.5% | +0.8% |
| 30D | +12.8% | -10.4% | +23.2% | +13.2% |
| 3M | +10.8% | -29.3% | +40.1% | +11.9% |
| 6M | +2.5% | +6.9% | -4.3% | -1.4% |
| YTD | +21.4% | +25.6% | -4.2% | +15.4% |
| 1Y | +32.8% | +49.2% | -16.4% | +24.0% |
| 3Y | +45.2% | +128.4% | -83.3% | +24.9% |
| 5Y | +63.0% | -4.2% | +67.2% | +43.7% |
| All | +89.4% | +30.3% | +59.1% | +52.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling