+52.4%
BTDR vs POET
+14.2%
+38.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.6% | -0.9% | +2.6% |
| 7D | -3.4% | +0.4% | -3.8% | -3.4% |
| 30D | +32.6% | -10.4% | +43.0% | +36.1% |
| 3M | -32.2% | -29.3% | -2.9% | -28.3% |
| 6M | +52.4% | +6.9% | +45.5% | +54.5% |
| All | +52.4% | +14.2% | +38.1% | +54.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling