-1.9%
POET vs EVRG
+48.0%
-49.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.5% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -10.4% | -1.2% | -9.1% | -10.1% |
| 3M | -29.3% | -0.6% | -28.7% | -29.5% |
| 6M | +6.9% | +2.4% | +4.4% | +5.0% |
| YTD | +25.6% | +15.5% | +10.1% | +17.6% |
| 1Y | +49.2% | +16.8% | +32.3% | +39.4% |
| 3Y | +128.4% | +75.0% | +53.4% | +89.4% |
| All | -1.9% | +48.0% | -49.9% | -19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling