+407.9%
HBAN vs POET
-20.5%
+428.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.7% |
| 7D | -1.0% | +0.4% | -1.4% | -1.0% |
| 30D | -5.6% | -10.4% | +4.8% | -5.4% |
| 3M | -1.1% | -29.3% | +28.2% | -0.8% |
| 6M | +9.9% | +6.9% | +3.0% | +8.1% |
| YTD | -0.9% | +25.6% | -26.5% | -3.0% |
| 1Y | -1.4% | +49.2% | -50.6% | -4.0% |
| 3Y | +78.2% | +128.4% | -50.2% | +69.1% |
| 5Y | +37.0% | -4.2% | +41.2% | +30.7% |
| 10Y | +158.9% | +30.3% | +128.6% | +144.8% |
| All | +407.9% | -20.5% | +428.4% | +451.9% |
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