+134.2%
BP vs POET
+30.3%
+103.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | -0.2% |
| 7D | +5.2% | +0.4% | +4.8% | +5.2% |
| 30D | +8.7% | -10.4% | +19.1% | +9.1% |
| 3M | +9.3% | -29.3% | +38.7% | +10.4% |
| 6M | +13.6% | +6.9% | +6.7% | +9.0% |
| YTD | +37.7% | +25.6% | +12.1% | +30.6% |
| 1Y | +40.6% | +49.2% | -8.5% | +30.9% |
| 3Y | +40.3% | +128.4% | -88.1% | +20.5% |
| 5Y | +141.4% | -4.2% | +145.6% | +112.2% |
| All | +134.2% | +30.3% | +103.8% | +88.7% |
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