+28.2%
BABA vs POET
-40.9%
+69.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.0% | -6.8% | +1.0% |
| 7D | -4.8% | +5.6% | -10.4% | -5.0% |
| 30D | -11.9% | -2.1% | -9.8% | -11.9% |
| 3M | -9.3% | -48.8% | +39.6% | -7.4% |
| 6M | -14.2% | +15.8% | -30.0% | -17.1% |
| YTD | -22.0% | +25.1% | -47.2% | -25.1% |
| 1Y | -12.7% | +50.6% | -63.3% | -17.4% |
| 3Y | +26.7% | +107.9% | -81.2% | +12.9% |
| 5Y | -29.3% | -11.0% | -18.3% | -36.3% |
| 10Y | +21.2% | +25.7% | -4.5% | +2.4% |
| All | +28.2% | -40.9% | +69.1% | +8.8% |
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