+72.8%
HCA vs POET
-6.5%
+79.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +1.4% |
| 7D | +5.4% | +0.4% | +5.0% | +5.4% |
| 30D | +3.0% | -10.4% | +13.4% | +2.9% |
| 3M | +13.0% | -29.3% | +42.4% | +13.0% |
| 6M | -20.3% | +6.9% | -27.1% | -20.7% |
| YTD | -8.2% | +25.6% | -33.8% | -8.9% |
| 1Y | +6.7% | +49.2% | -42.5% | +5.5% |
| 3Y | +60.4% | +128.4% | -68.1% | +54.1% |
| All | +72.8% | -6.5% | +79.2% | +64.0% |
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