+129.9%
POET vs ALLY
+63.1%
+66.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.7% | -3.2% |
| 7D | +9.7% | -1.9% | +11.7% | +10.7% |
| 30D | -6.5% | -4.5% | -2.1% | -4.3% |
| 3M | -25.7% | -2.8% | -22.9% | -24.6% |
| 6M | +19.6% | +10.3% | +9.3% | +11.7% |
| YTD | +26.4% | -5.7% | +32.1% | +28.8% |
| 1Y | +50.1% | +3.9% | +46.2% | +46.1% |
| All | +129.9% | +63.1% | +66.8% | +216.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling