+200.3%
BHP vs POET
-20.5%
+220.8%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.4% |
| 7D | -3.6% | +0.4% | -4.0% | -3.6% |
| 30D | -1.2% | -10.4% | +9.2% | -0.8% |
| 3M | +1.2% | -29.3% | +30.5% | +2.2% |
| 6M | +21.4% | +6.9% | +14.6% | +18.3% |
| YTD | +50.4% | +25.6% | +24.8% | +45.4% |
| 1Y | +67.5% | +49.2% | +18.4% | +59.9% |
| 3Y | +72.8% | +128.4% | -55.6% | +56.2% |
| 5Y | +112.6% | -4.2% | +116.8% | +94.7% |
| 10Y | +481.7% | +30.3% | +451.4% | +402.8% |
| All | +200.3% | -20.5% | +220.8% | +133.1% |
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