+41.5%
HDB vs POET
+30.3%
+11.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +4.6% | +2.3% | +6.8% |
| 7D | +0.7% | +0.4% | +0.3% | +0.7% |
| 30D | +1.0% | -10.4% | +11.4% | +1.2% |
| 3M | -2.0% | -29.3% | +27.4% | -1.4% |
| 6M | -18.1% | +6.9% | -25.0% | -19.7% |
| YTD | -36.1% | +25.6% | -61.7% | -37.8% |
| 1Y | -34.0% | +49.2% | -83.2% | -36.5% |
| 3Y | -26.7% | +128.4% | -155.1% | -32.6% |
| 5Y | -33.9% | -4.2% | -29.7% | -38.3% |
| All | +41.5% | +30.3% | +11.2% | +26.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling