+60.5%
HAS vs POET
+30.3%
+30.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +1.4% |
| 7D | -1.1% | +0.4% | -1.4% | -1.1% |
| 30D | -2.8% | -10.4% | +7.6% | -2.5% |
| 3M | +10.1% | -29.3% | +39.4% | +11.0% |
| 6M | -1.4% | +6.9% | -8.2% | -4.7% |
| YTD | +14.2% | +25.6% | -11.4% | +9.2% |
| 1Y | +18.2% | +49.2% | -31.0% | +11.2% |
| 3Y | +48.6% | +128.4% | -79.8% | +29.7% |
| 5Y | +14.2% | -4.2% | +18.4% | +1.2% |
| All | +60.5% | +30.3% | +30.1% | +38.6% |
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