+28.2%
POET vs AEIS
+562.2%
-534.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.9% | -0.3% | +2.5% |
| 7D | +0.4% | +2.3% | -1.9% | -0.5% |
| 30D | -10.4% | -14.8% | +4.4% | -3.9% |
| 3M | -29.3% | -15.6% | -13.7% | -23.3% |
| 6M | +6.9% | -8.7% | +15.6% | +12.2% |
| YTD | +25.6% | +37.3% | -11.7% | +12.4% |
| 1Y | +49.2% | +80.3% | -31.2% | +21.2% |
| 3Y | +128.4% | +177.9% | -49.5% | +59.9% |
| 5Y | -4.2% | +235.8% | -240.0% | -38.3% |
| All | +28.2% | +562.2% | -534.0% | -35.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling