+124.7%
PAAS vs POET
-20.0%
+144.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.7% | +7.5% | +3.9% |
| 7D | +2.6% | +9.7% | -7.1% | +2.2% |
| 30D | +2.5% | -6.5% | +9.0% | +2.7% |
| 3M | +15.1% | -25.7% | +40.8% | +16.0% |
| 6M | -12.1% | +19.6% | -31.6% | -14.6% |
| YTD | +3.1% | +26.4% | -23.3% | -0.4% |
| 1Y | +50.8% | +50.1% | +0.7% | +44.0% |
| 3Y | +259.5% | +127.9% | +131.6% | +225.9% |
| 5Y | +126.3% | -5.9% | +132.2% | +107.6% |
| 10Y | +239.7% | +31.1% | +208.6% | +195.9% |
| All | +124.7% | -20.0% | +144.7% | +40.6% |
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 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