+67.5%
BN vs POET
+120.8%
-53.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -14.1% |
| 3M | -15.0% | -29.3% | +14.3% | -13.9% |
| 6M | -5.4% | +6.9% | -12.3% | -9.4% |
| YTD | -16.4% | +25.6% | -42.0% | -21.1% |
| 1Y | -16.2% | +49.2% | -65.4% | -22.3% |
| 3Y | +67.5% | +128.4% | -60.9% | +45.6% |
| All | +67.5% | +120.8% | -53.3% | +45.6% |
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