+132.3%
HON vs POET
+30.3%
+102.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | 0.0% |
| 7D | -3.5% | +0.4% | -3.8% | -3.5% |
| 30D | -13.8% | -10.4% | -3.4% | -13.5% |
| 3M | -11.7% | -29.3% | +17.7% | -11.1% |
| 6M | -18.7% | +6.9% | -25.6% | -20.9% |
| YTD | +0.2% | +25.6% | -25.4% | -3.2% |
| 1Y | -3.1% | +49.2% | -52.2% | -7.6% |
| 3Y | +17.0% | +128.4% | -111.5% | +6.1% |
| 5Y | +2.0% | -4.2% | +6.2% | -6.1% |
| All | +132.3% | +30.3% | +102.0% | +92.4% |
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