+1,264.4%
BE vs POET
-6.5%
+1,270.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.6% | +2.1% | +6.0% |
| 7D | +9.0% | +0.4% | +8.7% | +9.1% |
| 30D | +16.3% | -10.4% | +26.6% | +18.3% |
| 3M | +10.8% | -29.3% | +40.1% | +16.7% |
| 6M | +73.2% | +6.9% | +66.3% | +59.2% |
| YTD | +217.4% | +25.6% | +191.8% | +184.5% |
| 1Y | +309.8% | +49.2% | +260.6% | +254.4% |
| 3Y | +1,726.2% | +128.4% | +1,597.7% | +1,227.5% |
| All | +1,264.4% | -6.5% | +1,270.9% | +1,077.0% |
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