+50.1%
POET vs ADVB
-3.0%
+53.1%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.3% | +1.6% | -4.1% |
| 7D | +9.7% | -13.0% | +22.7% | +8.6% |
| 30D | -6.5% | +7.5% | -14.0% | -5.8% |
| 3M | -25.7% | +129.1% | -154.8% | -17.4% |
| 6M | +19.6% | +71.7% | -52.1% | +29.4% |
| YTD | +26.4% | +45.5% | -19.2% | +36.5% |
| 1Y | +50.1% | -2.7% | +52.8% | +57.3% |
| All | +50.1% | -3.0% | +53.1% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling