+156.4%
B vs POET
-6.5%
+162.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.3% |
| 7D | -2.4% | +0.4% | -2.8% | -2.4% |
| 30D | +6.3% | -10.4% | +16.7% | +6.8% |
| 3M | +12.1% | -29.3% | +41.5% | +13.5% |
| 6M | -3.1% | +6.9% | -10.0% | -5.9% |
| YTD | +2.0% | +25.6% | -23.6% | -2.0% |
| 1Y | +51.7% | +49.2% | +2.5% | +44.0% |
| 3Y | +190.5% | +128.4% | +62.1% | +164.1% |
| All | +156.4% | -6.5% | +162.9% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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