-1.9%
POET vs AEE
+38.7%
-40.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.7% | +4.6% |
| 7D | +0.4% | -0.8% | +1.2% | +0.4% |
| 30D | -10.4% | -2.9% | -7.5% | -10.3% |
| 3M | -29.3% | -2.4% | -26.9% | -29.6% |
| 6M | +6.9% | -2.7% | +9.6% | +6.2% |
| YTD | +25.6% | +7.3% | +18.3% | +22.1% |
| 1Y | +49.2% | +7.5% | +41.6% | +44.7% |
| 3Y | +128.4% | +46.2% | +82.2% | +108.1% |
| All | -1.9% | +38.7% | -40.5% | -15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling