+73.1%
BAC vs POET
-6.5%
+79.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | +0.1% |
| 7D | 0.0% | +0.4% | -0.4% | 0.0% |
| 30D | -2.8% | -10.4% | +7.6% | -2.6% |
| 3M | +14.2% | -29.3% | +43.6% | +14.8% |
| 6M | +30.5% | +6.9% | +23.7% | +26.6% |
| YTD | +15.8% | +25.6% | -9.8% | +11.4% |
| 1Y | +26.2% | +49.2% | -23.0% | +19.7% |
| 3Y | +136.5% | +128.4% | +8.1% | +114.5% |
| All | +73.1% | -6.5% | +79.5% | +59.4% |
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