+289.6%
BBY vs POET
-20.5%
+310.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.6% | -1.5% | +3.0% |
| 7D | +0.6% | +0.4% | +0.2% | +0.6% |
| 30D | +9.4% | -10.4% | +19.8% | +9.6% |
| 3M | +19.3% | -29.3% | +48.7% | +20.0% |
| 6M | +47.9% | +6.9% | +41.1% | +44.5% |
| YTD | +39.6% | +25.6% | +14.0% | +35.3% |
| 1Y | +22.2% | +49.2% | -27.0% | +17.3% |
| 3Y | +45.0% | +128.4% | -83.5% | +32.9% |
| 5Y | +2.6% | -4.2% | +6.8% | -5.0% |
| 10Y | +250.5% | +30.3% | +220.2% | +210.1% |
| All | +289.6% | -20.5% | +310.1% | +236.7% |
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