+289.4%
HPE vs POET
+120.8%
+168.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +4.6% | +7.8% | +12.1% |
| 7D | +19.4% | +0.4% | +19.0% | +19.4% |
| 30D | +5.6% | -10.4% | +16.0% | +6.5% |
| 3M | +33.1% | -29.3% | +62.4% | +35.8% |
| 6M | +192.5% | +6.9% | +185.6% | +179.9% |
| YTD | +160.9% | +25.6% | +135.3% | +145.8% |
| 1Y | +155.0% | +49.2% | +105.8% | +136.2% |
| 3Y | +289.4% | +128.4% | +161.0% | +257.4% |
| All | +289.4% | +120.8% | +168.6% | +257.4% |
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 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