+31.1%
POET vs ALLE
+146.0%
-114.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.8% | -1.0% | -2.6% |
| 7D | +9.7% | -2.2% | +11.9% | +10.8% |
| 30D | -6.5% | -8.3% | +1.8% | -3.0% |
| 3M | -25.7% | +16.3% | -42.0% | -30.6% |
| 6M | +19.6% | +1.8% | +17.8% | +17.1% |
| YTD | +26.4% | -3.9% | +30.3% | +26.4% |
| 1Y | +50.1% | -10.0% | +60.1% | +54.2% |
| 3Y | +127.9% | +45.8% | +82.1% | +88.0% |
| 5Y | -5.9% | +13.3% | -19.2% | -15.7% |
| 10Y | +31.1% | +155.3% | -124.1% | -12.6% |
| All | +31.1% | +146.0% | -114.8% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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