+9.0%
HCA vs POET
-21.9%
+30.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -4.1% | +14.5% | +10.1% |
| 7D | +10.2% | -16.4% | +26.7% | +9.4% |
| 30D | +17.4% | -37.5% | +54.9% | +15.0% |
| 3M | +27.7% | -43.1% | +70.7% | +24.8% |
| 6M | +20.0% | -31.4% | +51.4% | +20.7% |
| YTD | +10.0% | -22.9% | +32.9% | +10.2% |
| 1Y | +9.0% | -18.0% | +27.0% | +9.8% |
| All | +9.0% | -21.9% | +30.9% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling