+129.2%
HPE vs POET
+56.2%
+73.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +8.0% | -12.5% | -5.5% |
| 7D | -0.6% | +5.6% | -6.2% | -1.3% |
| 30D | -2.3% | -2.1% | -0.2% | -2.2% |
| 3M | -2.9% | -48.8% | +46.0% | +2.9% |
| 6M | +143.6% | +15.8% | +127.8% | +121.0% |
| YTD | +118.5% | +25.1% | +93.4% | +93.8% |
| 1Y | +129.2% | +50.6% | +78.6% | +110.7% |
| All | +129.2% | +56.2% | +73.0% | +110.7% |
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 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