-20.0%
POET vs AEE
+398.5%
-418.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.6% |
| 7D | +9.7% | +1.1% | +8.7% | +9.4% |
| 30D | -6.5% | 0.0% | -6.5% | -6.5% |
| 3M | -25.7% | -0.9% | -24.8% | -26.0% |
| 6M | +19.6% | -2.4% | +22.0% | +18.6% |
| YTD | +26.4% | +8.6% | +17.7% | +20.3% |
| 1Y | +50.1% | +10.2% | +39.9% | +41.8% |
| 3Y | +127.9% | +47.8% | +80.1% | +90.6% |
| 5Y | -5.9% | +40.1% | -46.0% | -21.3% |
| 10Y | +31.1% | +195.0% | -163.9% | -22.3% |
| All | -20.0% | +398.5% | -418.5% | -65.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling