+22.6%
BROS vs POET
-2.4%
+25.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.7% | -1.8% |
| 7D | -6.6% | +9.7% | -16.3% | -7.1% |
| 30D | -12.3% | -6.5% | -5.8% | -12.1% |
| 3M | -22.2% | -25.7% | +3.5% | -21.4% |
| 6M | -14.3% | +19.6% | -33.9% | -20.0% |
| YTD | -26.6% | +26.4% | -52.9% | -32.1% |
| 1Y | -31.5% | +50.1% | -81.6% | -38.3% |
| 3Y | +62.3% | +127.9% | -65.7% | +36.2% |
| All | +22.6% | -2.4% | +25.0% | 0.0% |
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