+45.2%
EWZ vs POET
+120.8%
-75.6%
-31.4%
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% | -1.1% |
| 7D | +0.9% | +0.4% | +0.5% | +0.9% |
| 30D | +12.8% | -10.4% | +23.2% | +13.0% |
| 3M | +10.8% | -29.3% | +40.1% | +11.4% |
| 6M | +2.5% | +6.9% | -4.3% | +0.3% |
| YTD | +21.4% | +25.6% | -4.2% | +18.1% |
| 1Y | +32.8% | +49.2% | -16.4% | +28.3% |
| 3Y | +45.2% | +128.4% | -83.3% | +40.4% |
| All | +45.2% | +120.8% | -75.6% | +40.4% |
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 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