+100.4%
HLT vs POET
+114.7%
-14.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.5% | +8.0% | +1.6% |
| 7D | -0.2% | -6.2% | +6.0% | -0.1% |
| 30D | -5.0% | -22.4% | +17.4% | -4.5% |
| 3M | -10.2% | -40.7% | +30.5% | -9.3% |
| 6M | +6.6% | +8.8% | -2.2% | +4.1% |
| YTD | +8.3% | +17.4% | -9.1% | +5.2% |
| 1Y | +13.3% | +41.8% | -28.5% | +8.9% |
| 3Y | +100.4% | +114.1% | -13.7% | +85.8% |
| All | +100.4% | +114.7% | -14.4% | +85.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling