+213.5%
PAAS vs POET
+30.3%
+183.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -0.9% |
| 7D | -1.9% | +0.4% | -2.3% | -2.0% |
| 30D | -3.6% | -10.4% | +6.8% | -3.0% |
| 3M | +8.6% | -29.3% | +37.9% | +10.3% |
| 6M | -16.7% | +6.9% | -23.5% | -20.3% |
| YTD | -1.9% | +25.6% | -27.5% | -7.7% |
| 1Y | +38.0% | +49.2% | -11.2% | +27.1% |
| 3Y | +234.9% | +128.4% | +106.5% | +181.8% |
| 5Y | +119.5% | -4.2% | +123.7% | +88.7% |
| All | +213.5% | +30.3% | +183.1% | +128.1% |
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 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