+1,669.4%
BX vs POET
-20.5%
+1,689.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.6% | -2.1% | +2.3% |
| 7D | -5.6% | +0.4% | -6.0% | -5.6% |
| 30D | -12.2% | -10.4% | -1.9% | -11.9% |
| 3M | +7.4% | -29.3% | +36.7% | +8.4% |
| 6M | +22.2% | +6.9% | +15.3% | +18.4% |
| YTD | -14.0% | +25.6% | -39.6% | -17.5% |
| 1Y | -27.3% | +49.2% | -76.4% | -31.2% |
| 3Y | +24.5% | +128.4% | -103.9% | +11.0% |
| 5Y | +18.9% | -4.2% | +23.1% | +7.6% |
| 10Y | +665.4% | +30.3% | +635.1% | +552.5% |
| All | +1,669.4% | -20.5% | +1,689.9% | +1,492.2% |
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