-18.0%
POET vs EVRG
+15.1%
-33.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -3.4% |
| 7D | -16.4% | +2.3% | -18.8% | -14.8% |
| 30D | -37.5% | +9.0% | -46.5% | -33.3% |
| 3M | -43.1% | +3.7% | -46.7% | -41.4% |
| 6M | -31.4% | +6.8% | -38.2% | -27.3% |
| YTD | -22.9% | +21.9% | -44.9% | -25.5% |
| 1Y | -18.0% | +15.8% | -33.8% | -14.2% |
| All | -18.0% | +15.1% | -33.1% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 1y: compounded portfolio wealth divided by compounded EVRG 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…
1y analysis · Full analysis span regression · 6 months rolling