+1.4%
POET vs ALLE
+336.8%
-335.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -33.9% |
| 3M | -40.8% | +14.9% | -55.7% | -44.2% |
| 6M | -53.7% | +42.1% | -95.8% | -60.0% |
| YTD | -19.9% | +20.4% | -40.3% | -27.2% |
| 1Y | -4.0% | +14.9% | -18.8% | -10.9% |
| 3Y | +284.1% | +90.1% | +194.0% | +188.9% |
| 5Y | -37.4% | +53.0% | -90.4% | -50.2% |
| 10Y | +120.4% | +208.8% | -88.4% | +36.4% |
| All | +1.4% | +336.8% | -335.4% | -43.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling