+209.9%
BKNG vs POET
+24.6%
+185.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +0.6% |
| 7D | -10.7% | +3.7% | -14.3% | -10.8% |
| 30D | -18.1% | -11.5% | -6.6% | -17.9% |
| 3M | +8.5% | -30.8% | +39.3% | +9.2% |
| 6M | -0.1% | +8.6% | -8.6% | -2.8% |
| YTD | -18.2% | +20.1% | -38.3% | -21.0% |
| 1Y | -19.9% | +35.7% | -55.6% | -23.5% |
| 3Y | +41.6% | +116.5% | -74.9% | +27.8% |
| 5Y | +93.1% | -8.4% | +101.5% | +77.2% |
| All | +209.9% | +24.6% | +185.3% | +169.4% |
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