+77.5%
BP vs POET
-20.0%
+97.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.7% | +5.5% | +1.9% |
| 7D | +4.0% | +9.7% | -5.8% | +3.7% |
| 30D | +7.8% | -6.5% | +14.4% | +8.0% |
| 3M | +8.4% | -25.7% | +34.1% | +8.9% |
| 6M | +15.1% | +19.6% | -4.5% | +11.8% |
| YTD | +36.4% | +26.4% | +10.0% | +32.1% |
| 1Y | +40.9% | +50.1% | -9.2% | +34.8% |
| 3Y | +38.8% | +127.9% | -89.1% | +26.5% |
| 5Y | +141.1% | -5.9% | +147.0% | +122.4% |
| 10Y | +133.9% | +31.1% | +102.8% | +104.3% |
| All | +77.5% | -20.0% | +97.5% | +47.7% |
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 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