+12.5%
HAS vs POET
-11.6%
+24.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.0% | +6.3% | +1.5% |
| 7D | -3.1% | +3.7% | -6.7% | -3.2% |
| 30D | -6.4% | -11.5% | +5.1% | -6.1% |
| 3M | +10.4% | -30.8% | +41.2% | +11.3% |
| 6M | -3.7% | +8.6% | -12.2% | -7.3% |
| YTD | +12.5% | +20.1% | -7.6% | +7.2% |
| 1Y | +19.8% | +35.7% | -15.9% | +12.5% |
| 3Y | +46.0% | +116.5% | -70.6% | +24.5% |
| 5Y | +12.5% | -8.4% | +20.9% | -4.3% |
| All | +12.5% | -11.6% | +24.1% | -4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling