+232.8%
BA vs POET
-48.7%
+281.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.9% |
| 3M | -25.5% | -42.4% | +16.9% | -24.3% |
| 6M | -28.7% | -64.3% | +35.6% | -27.0% |
| YTD | -21.0% | -19.0% | -2.1% | -22.9% |
| 1Y | -11.9% | +9.1% | -21.0% | -15.2% |
| 3Y | -16.2% | +297.7% | -313.8% | -25.6% |
| 5Y | -22.4% | -38.2% | +15.8% | -28.0% |
| 10Y | +24.5% | +123.0% | -98.5% | +9.3% |
| All | +232.8% | -48.7% | +281.5% | +189.3% |
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