+126.5%
POET vs ALLY
+172.1%
-45.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.7% | -6.1% | -6.5% |
| 7D | +22.3% | -2.1% | +24.4% | +23.2% |
| 30D | -17.6% | +2.0% | -19.6% | -18.2% |
| 3M | -41.3% | -13.3% | -27.9% | -38.2% |
| 6M | -62.1% | -9.9% | -52.2% | -60.7% |
| YTD | -17.7% | -13.5% | -4.2% | -13.9% |
| 1Y | +3.2% | -2.8% | +6.0% | +3.9% |
| 3Y | +294.7% | +63.4% | +231.3% | +237.4% |
| 5Y | -37.2% | -10.9% | -26.4% | -38.2% |
| All | +126.5% | +172.1% | -45.5% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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