+258.5%
BN vs POET
+30.3%
+228.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | +0.2% |
| 7D | -5.2% | +0.4% | -5.6% | -5.2% |
| 30D | -14.5% | -10.4% | -4.1% | -14.0% |
| 3M | -15.0% | -29.3% | +14.3% | -13.8% |
| 6M | -5.4% | +6.9% | -12.3% | -9.9% |
| YTD | -16.4% | +25.6% | -42.0% | -21.6% |
| 1Y | -16.2% | +49.2% | -65.4% | -23.2% |
| 3Y | +67.5% | +128.4% | -60.9% | +39.5% |
| 5Y | +34.1% | -4.2% | +38.3% | +14.8% |
| All | +258.5% | +30.3% | +228.1% | +181.8% |
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