-10.6%
BITO vs POET
-10.7%
+0.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | -0.3% |
| 7D | -3.4% | +0.4% | -3.8% | -3.5% |
| 30D | +21.4% | -10.4% | +31.8% | +22.1% |
| 3M | +20.5% | -29.3% | +49.8% | +22.4% |
| 6M | +7.4% | +6.9% | +0.5% | +2.3% |
| YTD | -13.9% | +25.6% | -39.5% | -19.1% |
| 1Y | -35.1% | +49.2% | -84.2% | -40.0% |
| 3Y | +156.8% | +128.4% | +28.4% | +133.7% |
| All | -10.6% | -10.7% | +0.1% | -14.1% |
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