-16.2%
BA vs POET
+294.6%
-310.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | 0.0% |
| 7D | -1.1% | +1.2% | -2.3% | -1.2% |
| 30D | -7.1% | -12.2% | +5.0% | -6.8% |
| 3M | -25.5% | -42.4% | +16.9% | -24.0% |
| 6M | -28.7% | -64.3% | +35.6% | -26.6% |
| YTD | -21.0% | -19.0% | -2.1% | -23.9% |
| 1Y | -11.9% | +9.1% | -21.0% | -16.7% |
| 3Y | -16.2% | +297.7% | -313.8% | -24.0% |
| All | -16.2% | +294.6% | -310.8% | -24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling