+1.4%
POET vs ALLE
+327.3%
-325.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | -0.9% | +19.9% | +19.4% |
| 7D | -2.5% | -0.6% | -1.9% | -2.4% |
| 30D | -31.7% | +25.3% | -57.0% | -37.8% |
| 3M | -40.6% | +10.3% | -50.8% | -43.1% |
| 6M | -47.8% | +38.0% | -85.9% | -54.5% |
| YTD | -19.9% | +17.8% | -37.7% | -26.6% |
| 1Y | -4.7% | +13.6% | -18.3% | -11.2% |
| 3Y | +275.6% | +89.2% | +186.4% | +182.5% |
| 5Y | -38.2% | +51.1% | -89.2% | -50.6% |
| 10Y | +111.2% | +228.1% | -116.9% | +29.0% |
| All | +1.4% | +327.3% | -325.9% | -42.6% |
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 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