+1,003.0%
BE vs POET
+297.5%
+705.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.6% | +2.1% | +5.8% |
| 7D | +9.0% | +0.4% | +8.7% | +9.1% |
| 30D | +16.3% | -10.4% | +26.6% | +18.7% |
| 3M | +10.8% | -29.3% | +40.1% | +18.4% |
| 6M | +73.2% | +6.9% | +66.3% | +54.5% |
| YTD | +217.4% | +25.6% | +191.8% | +174.0% |
| 1Y | +309.8% | +49.2% | +260.6% | +234.7% |
| 3Y | +1,726.2% | +128.4% | +1,597.7% | +999.7% |
| 5Y | +1,306.2% | -4.2% | +1,310.4% | +867.3% |
| All | +1,003.0% | +297.5% | +705.5% | +414.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling