+6.8%
BABA vs POET
-61.7%
+68.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.6% | +0.1% |
| 7D | -13.8% | +1.2% | -15.0% | -13.8% |
| 30D | -15.1% | -12.2% | -2.9% | -14.8% |
| 3M | -22.7% | -42.4% | +19.7% | -21.3% |
| 6M | -34.7% | -64.3% | +29.6% | -32.9% |
| YTD | -35.0% | -19.0% | -16.1% | -36.7% |
| 1Y | -40.4% | +9.1% | -49.6% | -42.8% |
| 3Y | +21.9% | +297.7% | -275.8% | +6.0% |
| 5Y | -39.9% | -38.2% | -1.7% | -45.0% |
| 10Y | +7.9% | +123.0% | -115.2% | -11.7% |
| All | +6.8% | -61.7% | +68.5% | -8.0% |
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 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