-5.3%
BRO vs POET
-21.9%
+16.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.1% | +8.6% | +4.2% |
| 7D | +12.4% | -16.4% | +28.9% | +11.5% |
| 30D | +21.6% | -37.5% | +59.1% | +19.2% |
| 3M | +4.3% | -43.1% | +47.4% | +2.1% |
| 6M | +29.2% | -31.4% | +60.6% | +27.8% |
| YTD | -6.4% | -22.9% | +16.6% | -6.2% |
| 1Y | -5.3% | -18.0% | +12.7% | -5.2% |
| All | -5.3% | -21.9% | +16.6% | -5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling