+44.4%
HAS vs POET
+122.2%
-77.8%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.7% | +2.2% | -1.4% |
| 7D | -4.8% | +9.7% | -14.6% | -5.1% |
| 30D | -5.1% | -6.5% | +1.4% | -5.0% |
| 3M | +6.4% | -25.7% | +32.1% | +7.0% |
| 6M | -5.6% | +19.6% | -25.2% | -9.3% |
| YTD | +11.0% | +26.4% | -15.4% | +5.9% |
| 1Y | +16.8% | +50.1% | -33.3% | +9.5% |
| All | +44.4% | +122.2% | -77.8% | +14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling