+111.8%
BHP vs POET
-6.5%
+118.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.5% |
| 7D | -3.6% | +0.4% | -4.0% | -3.6% |
| 30D | -1.2% | -10.4% | +9.2% | -0.7% |
| 3M | +1.2% | -29.3% | +30.5% | +2.7% |
| 6M | +21.4% | +6.9% | +14.6% | +16.4% |
| YTD | +50.4% | +25.6% | +24.8% | +42.4% |
| 1Y | +67.5% | +49.2% | +18.4% | +55.9% |
| 3Y | +72.8% | +128.4% | -55.6% | +51.9% |
| All | +111.8% | -6.5% | +118.3% | +86.9% |
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