+239.8%
BSX vs POET
-20.5%
+260.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.3% |
| 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% | -8.6% |
| 6M | -38.3% | +6.9% | -45.1% | -39.0% |
| YTD | -54.9% | +25.6% | -80.5% | -55.6% |
| 1Y | -58.8% | +49.2% | -108.0% | -59.7% |
| 3Y | -21.2% | +128.4% | -149.7% | -24.6% |
| 5Y | -3.3% | -4.2% | +0.9% | -7.1% |
| 10Y | +82.8% | +30.3% | +52.5% | +73.1% |
| All | +239.8% | -20.5% | +260.3% | +269.5% |
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