+463.2%
HAS vs POET
-48.7%
+511.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.8% | -0.7% |
| 7D | +1.4% | +1.2% | +0.2% | +1.3% |
| 30D | +26.3% | -12.2% | +38.4% | +26.5% |
| 3M | +25.6% | -42.4% | +68.0% | +27.0% |
| 6M | +30.3% | -64.3% | +94.6% | +32.3% |
| YTD | +50.4% | -19.0% | +69.3% | +47.5% |
| 1Y | +57.7% | +9.1% | +48.6% | +53.1% |
| 3Y | +213.4% | +297.7% | -84.3% | +185.6% |
| 5Y | +49.1% | -38.2% | +87.3% | +39.8% |
| 10Y | +98.5% | +123.0% | -24.5% | +76.3% |
| All | +463.2% | -48.7% | +511.9% | +423.5% |
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 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