+18.7%
HOOD vs POET
+56.2%
-37.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +8.0% | -10.1% | -3.4% |
| 7D | +17.1% | +5.6% | +11.5% | +16.0% |
| 30D | +31.6% | -2.1% | +33.7% | +31.7% |
| 3M | +38.2% | -48.8% | +87.1% | +50.2% |
| 6M | +48.5% | +15.8% | +32.7% | +22.1% |
| YTD | +8.0% | +25.1% | -17.2% | -15.1% |
| 1Y | +18.7% | +50.6% | -31.9% | -3.3% |
| All | +18.7% | +56.2% | -37.6% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling