+31.1%
POET vs ACGL
+270.1%
-239.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.2% | -3.8% |
| 7D | +9.7% | -2.1% | +11.9% | +10.3% |
| 30D | -6.5% | -2.2% | -4.4% | -6.2% |
| 3M | -25.7% | +6.3% | -32.0% | -28.0% |
| 6M | +19.6% | +0.5% | +19.1% | +17.3% |
| YTD | +26.4% | +0.2% | +26.2% | +23.3% |
| 1Y | +50.1% | +7.3% | +42.8% | +43.0% |
| 3Y | +127.9% | +30.8% | +97.1% | +97.9% |
| 5Y | -5.9% | +155.8% | -161.7% | -40.9% |
| 10Y | +31.1% | +276.3% | -245.2% | -2.9% |
| All | +31.1% | +270.1% | -239.0% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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