+231.1%
HOOD vs POET
-3.6%
+234.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +2.0% | -1.3% |
| 7D | +7.7% | +9.7% | -2.0% | +6.3% |
| 30D | +22.0% | -6.5% | +28.5% | +22.8% |
| 3M | +37.6% | -25.7% | +63.3% | +41.3% |
| 6M | +45.3% | +19.6% | +25.7% | +29.6% |
| YTD | +1.9% | +26.4% | -24.5% | -10.4% |
| 1Y | -2.7% | +50.1% | -52.8% | -17.5% |
| 3Y | +973.4% | +127.9% | +845.5% | +725.5% |
| 5Y | +179.3% | -5.9% | +185.1% | +131.8% |
| All | +231.1% | -3.6% | +234.7% | +178.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling