-20.0%
POET vs EVRG
+661.6%
-681.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.5% | -3.3% |
| 7D | +9.7% | +0.6% | +9.2% | +9.5% |
| 30D | -6.5% | -0.2% | -6.3% | -6.5% |
| 3M | -25.7% | -0.5% | -25.3% | -25.9% |
| 6M | +19.6% | +0.2% | +19.4% | +18.2% |
| YTD | +26.4% | +14.9% | +11.5% | +18.6% |
| 1Y | +50.1% | +18.2% | +31.9% | +39.5% |
| 3Y | +127.9% | +70.2% | +57.7% | +85.3% |
| 5Y | -5.9% | +45.3% | -51.2% | -20.5% |
| 10Y | +31.1% | +112.4% | -81.3% | -5.9% |
| All | -20.0% | +661.6% | -681.6% | -62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling