-2.8%
BSX vs POET
-6.5%
+3.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.4% |
| 7D | -10.1% | +0.4% | -10.5% | -10.1% |
| 30D | -16.4% | -10.4% | -6.0% | -16.3% |
| 3M | -8.9% | -29.3% | +20.5% | -8.4% |
| 6M | -38.3% | +6.9% | -45.1% | -39.7% |
| YTD | -54.9% | +25.6% | -80.5% | -56.3% |
| 1Y | -58.8% | +49.2% | -108.0% | -60.5% |
| 3Y | -21.2% | +128.4% | -149.7% | -27.5% |
| All | -2.8% | -6.5% | +3.7% | -10.3% |
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