+289.9%
BNY vs POET
+120.8%
+169.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | -0.1% |
| 7D | -1.3% | +0.4% | -1.7% | -1.3% |
| 30D | -0.2% | -10.4% | +10.2% | +0.1% |
| 3M | +14.9% | -29.3% | +44.3% | +15.6% |
| 6M | +40.0% | +6.9% | +33.1% | +36.2% |
| YTD | +42.0% | +25.6% | +16.4% | +37.0% |
| 1Y | +56.9% | +49.2% | +7.7% | +49.9% |
| 3Y | +289.9% | +128.4% | +161.4% | +264.2% |
| All | +289.9% | +120.8% | +169.0% | +264.2% |
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