+50.6%
POET vs AEIS
+93.3%
-42.8%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.4% | +5.6% | +6.3% |
| 7D | +5.6% | +3.0% | +2.6% | +3.6% |
| 30D | -2.1% | -14.6% | +12.5% | +9.2% |
| 3M | -48.8% | -12.4% | -36.4% | -43.0% |
| 6M | +15.8% | -15.0% | +30.8% | +25.2% |
| YTD | +25.1% | +34.3% | -9.2% | -2.8% |
| 1Y | +50.6% | +87.4% | -36.8% | +1.2% |
| All | +50.6% | +93.3% | -42.8% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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