+15.2%
BABA vs POET
+30.3%
-15.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.5% |
| 7D | -3.5% | +0.4% | -3.9% | -3.5% |
| 30D | -12.7% | -10.4% | -2.3% | -12.4% |
| 3M | -3.0% | -29.3% | +26.3% | -2.1% |
| 6M | -19.1% | +6.9% | -25.9% | -21.5% |
| YTD | -24.7% | +25.6% | -50.3% | -27.7% |
| 1Y | -29.0% | +49.2% | -78.2% | -32.7% |
| 3Y | +30.9% | +128.4% | -97.5% | +16.8% |
| 5Y | -30.9% | -4.2% | -26.7% | -37.7% |
| All | +15.2% | +30.3% | -15.1% | +5.2% |
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 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