+118.4%
POET vs AEIS
+160.8%
-42.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.1% | -0.9% | -2.1% |
| 7D | +3.7% | -0.2% | +3.9% | +4.1% |
| 30D | -11.5% | -16.4% | +4.9% | +0.5% |
| 3M | -30.8% | -11.1% | -19.6% | -24.4% |
| 6M | +8.6% | -12.0% | +20.6% | +17.2% |
| YTD | +20.1% | +30.9% | -10.8% | -3.7% |
| 1Y | +35.7% | +74.3% | -38.6% | -11.3% |
| All | +118.4% | +160.8% | -42.4% | +29.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling