-30.8%
BABA vs POET
-7.0%
-23.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.7% | +0.8% | -2.7% |
| 7D | -2.2% | +9.7% | -11.9% | -2.6% |
| 30D | -17.3% | -6.5% | -10.8% | -17.2% |
| 3M | -7.8% | -25.7% | +18.0% | -6.9% |
| 6M | -16.8% | +19.6% | -36.3% | -20.5% |
| YTD | -24.7% | +26.4% | -51.1% | -28.7% |
| 1Y | -24.9% | +50.1% | -75.0% | -30.3% |
| 3Y | +29.1% | +127.9% | -98.8% | +12.6% |
| All | -30.8% | -7.0% | -23.9% | -37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling