+136.8%
POET vs ACGL
+29.4%
+107.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.4% | +4.5% |
| 7D | +17.0% | -2.9% | +20.0% | +16.5% |
| 30D | -6.7% | -2.8% | -3.9% | -7.1% |
| 3M | -32.3% | +6.8% | -39.1% | -32.6% |
| 6M | +32.3% | -1.5% | +33.9% | +32.5% |
| YTD | +31.3% | -0.2% | +31.5% | +30.8% |
| 1Y | +55.3% | +5.3% | +50.0% | +53.3% |
| 3Y | +136.8% | +30.3% | +106.5% | +164.4% |
| All | +136.8% | +29.4% | +107.4% | +164.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling