+339.3%
BTI vs POET
-20.5%
+359.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.6% |
| 7D | -0.2% | +0.4% | -0.6% | -0.2% |
| 30D | -1.1% | -10.4% | +9.3% | -1.0% |
| 3M | -8.8% | -29.3% | +20.6% | -8.6% |
| 6M | -4.0% | +6.9% | -10.8% | -4.7% |
| YTD | +0.4% | +25.6% | -25.2% | -0.7% |
| 1Y | +1.9% | +49.2% | -47.2% | +0.5% |
| 3Y | +108.5% | +128.4% | -19.9% | +102.2% |
| 5Y | +118.5% | -4.2% | +122.7% | +112.7% |
| 10Y | +75.1% | +30.3% | +44.8% | +67.7% |
| All | +339.3% | -20.5% | +359.8% | +360.9% |
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