+19.4%
BRO vs POET
-6.5%
+25.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.2% |
| 7D | -7.3% | +0.4% | -7.7% | -7.3% |
| 30D | -6.9% | -10.4% | +3.5% | -6.8% |
| 3M | +10.7% | -29.3% | +40.0% | +10.9% |
| 6M | -2.7% | +6.9% | -9.5% | -3.9% |
| YTD | -16.3% | +25.6% | -41.9% | -17.7% |
| 1Y | -29.1% | +49.2% | -78.2% | -30.7% |
| 3Y | -7.8% | +128.4% | -136.3% | -10.8% |
| All | +19.4% | -6.5% | +25.9% | +15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling