+40.3%
BP vs POET
+120.8%
-80.5%
-30.6%
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 | +5.2% | +0.4% | +4.8% | +5.2% |
| 30D | +8.7% | -10.4% | +19.1% | +8.9% |
| 3M | +9.3% | -29.3% | +38.7% | +10.0% |
| 6M | +13.6% | +6.9% | +6.7% | +10.7% |
| YTD | +37.7% | +25.6% | +12.1% | +33.2% |
| 1Y | +40.6% | +49.2% | -8.5% | +34.4% |
| 3Y | +40.3% | +128.4% | -88.1% | +39.7% |
| All | +40.3% | +120.8% | -80.5% | +39.7% |
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 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