+20.5%
BMY vs POET
+120.8%
-100.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.2% |
| 7D | -4.8% | +0.4% | -5.1% | -4.8% |
| 30D | -0.1% | -10.4% | +10.3% | -0.1% |
| 3M | +13.1% | -29.3% | +42.4% | +13.3% |
| 6M | +8.4% | +6.9% | +1.6% | +7.2% |
| YTD | +22.0% | +25.6% | -3.6% | +20.2% |
| 1Y | +40.3% | +49.2% | -8.9% | +37.5% |
| 3Y | +20.5% | +128.4% | -107.9% | +14.5% |
| All | +20.5% | +120.8% | -100.3% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling