-18.0%
POET vs AEE
+13.9%
-31.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.5% | -6.6% | -1.4% |
| 7D | -16.4% | +4.7% | -21.1% | -11.9% |
| 30D | -37.5% | +13.4% | -50.9% | -28.2% |
| 3M | -43.1% | +4.1% | -47.1% | -40.5% |
| 6M | -31.4% | +2.0% | -33.4% | -27.3% |
| YTD | -22.9% | +15.6% | -38.5% | -20.3% |
| 1Y | -18.0% | +14.1% | -32.1% | -13.0% |
| All | -18.0% | +13.9% | -31.9% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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