+120.4%
POET vs ALLE
+217.2%
-96.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.4% |
| 7D | -0.4% | +0.1% | -0.5% | -0.3% |
| 30D | -27.3% | +25.9% | -53.2% | -34.3% |
| 3M | -40.8% | +14.9% | -55.7% | -44.4% |
| 6M | -53.7% | +42.1% | -95.8% | -60.5% |
| YTD | -19.9% | +20.4% | -40.3% | -27.6% |
| 1Y | -4.0% | +14.9% | -18.8% | -11.3% |
| 3Y | +284.1% | +90.1% | +194.0% | +181.6% |
| 5Y | -37.4% | +53.0% | -90.4% | -51.1% |
| 10Y | +120.4% | +208.8% | -88.4% | +19.1% |
| All | +120.4% | +217.2% | -96.8% | +19.1% |
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