+50.6%
POET vs EVRG
+17.4%
+33.1%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.5% | +8.5% | +7.8% |
| 7D | +5.6% | +1.1% | +4.5% | +6.2% |
| 30D | -2.1% | -1.0% | -1.1% | -2.6% |
| 3M | -48.8% | +0.4% | -49.2% | -48.9% |
| 6M | +15.8% | -0.8% | +16.6% | +18.9% |
| YTD | +25.1% | +15.3% | +9.8% | +13.1% |
| 1Y | +50.6% | +17.9% | +32.7% | +50.5% |
| All | +50.6% | +17.4% | +33.1% | +50.5% |
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