+136.0%
BAC vs POET
+111.1%
+24.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | -0.1% |
| 7D | -0.3% | +3.7% | -3.9% | -0.3% |
| 30D | -1.8% | -11.5% | +9.8% | -1.6% |
| 3M | +15.3% | -30.8% | +46.1% | +15.7% |
| 6M | +30.2% | +8.6% | +21.6% | +26.9% |
| YTD | +15.6% | +20.1% | -4.5% | +12.1% |
| 1Y | +27.5% | +35.7% | -8.3% | +22.5% |
| All | +136.0% | +111.1% | +24.9% | +120.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling