+22.6%
POET vs ALLY
+190.4%
-167.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -5.3% |
| 7D | +3.7% | -3.3% | +6.9% | +4.9% |
| 30D | -11.5% | -4.1% | -7.5% | -10.2% |
| 3M | -30.8% | +1.4% | -32.2% | -31.0% |
| 6M | +8.6% | +14.4% | -5.8% | +2.7% |
| YTD | +20.1% | -4.9% | +25.0% | +21.5% |
| 1Y | +35.7% | +5.5% | +30.2% | +33.1% |
| 3Y | +116.5% | +66.0% | +50.5% | +80.7% |
| 5Y | -8.4% | -2.4% | -6.1% | -12.9% |
| All | +22.6% | +190.4% | -167.8% | -32.5% |
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