-4.7%
BN vs POET
-21.9%
+17.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.1% | +10.2% | +6.3% |
| 7D | +12.0% | -16.4% | +28.4% | +13.0% |
| 30D | +17.0% | -37.5% | +54.5% | +20.0% |
| 3M | -3.2% | -43.1% | +39.8% | -0.4% |
| 6M | -3.9% | -31.4% | +27.5% | -3.8% |
| YTD | -5.6% | -22.9% | +17.3% | -11.1% |
| 1Y | -4.7% | -18.0% | +13.2% | -11.3% |
| All | -4.7% | -21.9% | +17.2% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling