+120.4%
POET vs ACGL
+332.0%
-211.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.6% | -3.8% |
| 7D | -0.4% | +1.3% | -1.6% | -0.9% |
| 30D | -27.3% | +14.2% | -41.5% | -30.2% |
| 3M | -40.8% | +11.1% | -51.9% | -42.9% |
| 6M | -53.7% | +16.4% | -70.1% | -56.6% |
| YTD | -19.9% | +13.8% | -33.7% | -25.0% |
| 1Y | -4.0% | +21.6% | -25.5% | -12.3% |
| 3Y | +284.1% | +33.5% | +250.6% | +229.8% |
| 5Y | -37.4% | +174.8% | -212.3% | -61.8% |
| 10Y | +120.4% | +330.4% | -209.9% | +63.2% |
| All | +120.4% | +332.0% | -211.6% | +63.2% |
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