+63.0%
BROS vs POET
+120.8%
-57.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +0.8% |
| 7D | -5.8% | +0.4% | -6.1% | -5.8% |
| 30D | -14.0% | -10.4% | -3.6% | -13.5% |
| 3M | -32.5% | -29.3% | -3.2% | -31.6% |
| 6M | -14.9% | +6.9% | -21.8% | -19.8% |
| YTD | -28.3% | +25.6% | -53.9% | -33.5% |
| 1Y | -34.0% | +49.2% | -83.1% | -40.3% |
| 3Y | +63.0% | +128.4% | -65.5% | +32.1% |
| All | +63.0% | +120.8% | -57.9% | +32.1% |
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