+301.7%
HIG vs POET
+30.3%
+271.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.4% |
| 7D | -1.5% | +0.4% | -1.8% | -1.5% |
| 30D | -0.4% | -10.4% | +10.0% | -0.1% |
| 3M | +6.7% | -29.3% | +36.0% | +7.3% |
| 6M | +2.0% | +6.9% | -4.9% | -1.0% |
| YTD | +0.3% | +25.6% | -25.3% | -3.5% |
| 1Y | +4.2% | +49.2% | -45.0% | -1.2% |
| 3Y | +102.2% | +128.4% | -26.2% | +79.7% |
| 5Y | +118.5% | -4.2% | +122.7% | +98.8% |
| All | +301.7% | +30.3% | +271.4% | +227.8% |
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 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