+501.8%
BNY vs POET
-20.5%
+522.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +36.9% |
| YTD | +42.0% | +25.6% | +16.4% | +37.9% |
| 1Y | +56.9% | +49.2% | +7.7% | +50.9% |
| 3Y | +289.9% | +128.4% | +161.4% | +258.9% |
| 5Y | +259.2% | -4.2% | +263.4% | +234.2% |
| 10Y | +413.3% | +30.3% | +382.9% | +359.4% |
| All | +501.8% | -20.5% | +522.3% | +455.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling