+49.1%
B vs POET
-16.9%
+66.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.9% | -6.4% | -1.6% |
| 7D | +2.3% | +17.0% | -14.7% | +1.9% |
| 30D | +1.4% | -6.7% | +8.1% | +1.5% |
| 3M | +12.2% | -32.3% | +44.5% | +12.9% |
| 6M | -2.1% | +32.3% | -34.4% | -3.9% |
| YTD | +2.9% | +31.3% | -28.3% | +1.0% |
| 1Y | +55.3% | +55.3% | 0.0% | +51.4% |
| 3Y | +198.7% | +136.8% | +61.9% | +183.7% |
| 5Y | +153.8% | -2.2% | +156.0% | +142.2% |
| 10Y | +193.4% | +34.0% | +159.4% | +172.2% |
| All | +49.1% | -16.9% | +66.0% | +14.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling