+26.1%
PAAS vs POET
-21.9%
+48.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -4.1% | +12.5% | +8.7% |
| 7D | -1.1% | -16.4% | +15.3% | +0.5% |
| 30D | -8.5% | -37.5% | +29.1% | -4.7% |
| 3M | -7.3% | -43.1% | +35.8% | -3.0% |
| 6M | -18.3% | -31.4% | +13.1% | -16.3% |
| YTD | -19.2% | -22.9% | +3.7% | -24.0% |
| 1Y | +26.1% | -18.0% | +44.1% | +18.1% |
| All | +26.1% | -21.9% | +48.1% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling