+75.8%
BA vs POET
+30.3%
+45.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.6% | -1.8% | +2.5% |
| 7D | -0.8% | +0.4% | -1.2% | -0.9% |
| 30D | -9.0% | -10.4% | +1.4% | -8.4% |
| 3M | -5.0% | -29.3% | +24.3% | -3.6% |
| 6M | -1.7% | +6.9% | -8.6% | -7.1% |
| YTD | -3.1% | +25.6% | -28.7% | -9.9% |
| 1Y | -4.3% | +49.2% | -53.5% | -13.3% |
| 3Y | -0.3% | +128.4% | -128.7% | -19.0% |
| 5Y | +0.1% | -4.2% | +4.3% | -15.6% |
| All | +75.8% | +30.3% | +45.5% | +35.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling