+302.9%
BDX vs POET
-20.5%
+323.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.8% |
| 7D | -3.2% | +0.4% | -3.5% | -3.2% |
| 30D | -2.5% | -10.4% | +7.8% | -2.5% |
| 3M | +21.4% | -29.3% | +50.7% | +21.7% |
| 6M | +10.4% | +6.9% | +3.6% | +9.1% |
| YTD | +18.8% | +25.6% | -6.8% | +17.1% |
| 1Y | +21.7% | +49.2% | -27.5% | +19.3% |
| 3Y | -10.0% | +128.4% | -138.4% | -13.7% |
| 5Y | -1.8% | -4.2% | +2.4% | -5.4% |
| 10Y | +58.8% | +30.3% | +28.4% | +49.1% |
| All | +302.9% | -20.5% | +323.4% | +280.5% |
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 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