+2.6%
HAL vs POET
+30.3%
-27.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -1.0% |
| 7D | -3.3% | +0.4% | -3.7% | -3.4% |
| 30D | +8.2% | -10.4% | +18.5% | +8.8% |
| 3M | -9.4% | -29.3% | +19.9% | -8.0% |
| 6M | +0.6% | +6.9% | -6.2% | -5.7% |
| YTD | +28.6% | +25.6% | +3.0% | +18.2% |
| 1Y | +63.9% | +49.2% | +14.7% | +46.3% |
| 3Y | -7.1% | +128.4% | -135.6% | -27.5% |
| 5Y | +102.3% | -4.2% | +106.5% | +65.1% |
| All | +2.6% | +30.3% | -27.8% | -25.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling