-1.2%
HAL vs POET
-20.0%
+18.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.7% | +4.6% | +1.1% |
| 7D | -1.3% | +9.7% | -11.1% | -1.8% |
| 30D | +10.9% | -6.5% | +17.4% | +11.1% |
| 3M | -5.8% | -25.7% | +19.9% | -5.1% |
| 6M | +8.1% | +19.6% | -11.5% | +3.2% |
| YTD | +33.2% | +26.4% | +6.8% | +26.3% |
| 1Y | +74.2% | +50.1% | +24.1% | +62.1% |
| 3Y | -3.7% | +127.9% | -131.6% | -17.5% |
| 5Y | +111.9% | -5.9% | +117.8% | +85.8% |
| 10Y | +7.4% | +31.1% | -23.8% | -13.0% |
| All | -1.2% | -20.0% | +18.8% | -35.7% |
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