+228.7%
HL vs POET
-6.5%
+235.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.6% | -5.8% | -1.6% |
| 7D | -4.4% | +0.4% | -4.7% | -4.4% |
| 30D | +9.3% | -10.4% | +19.7% | +10.3% |
| 3M | +32.0% | -29.3% | +61.3% | +35.1% |
| 6M | -6.4% | +6.9% | -13.3% | -11.5% |
| YTD | +3.1% | +25.6% | -22.5% | -4.5% |
| 1Y | +77.6% | +49.2% | +28.4% | +60.0% |
| 3Y | +392.8% | +128.4% | +264.4% | +300.7% |
| All | +228.7% | -6.5% | +235.1% | +164.6% |
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