+136.8%
POET vs ALLE
+49.7%
+87.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.6% | +5.2% |
| 7D | +17.0% | +2.8% | +14.3% | +15.7% |
| 30D | -6.7% | -7.6% | +0.9% | -3.6% |
| 3M | -32.3% | +22.8% | -55.1% | -38.4% |
| 6M | +32.3% | +4.6% | +27.7% | +28.6% |
| YTD | +31.3% | -1.2% | +32.5% | +30.3% |
| 1Y | +55.3% | -9.1% | +64.5% | +61.8% |
| 3Y | +136.8% | +50.0% | +86.8% | +82.9% |
| All | +136.8% | +49.7% | +87.1% | +82.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling