+21.3%
HPQ vs POET
-21.9%
+43.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.1% | +10.0% | +5.9% |
| 7D | -7.8% | -16.4% | +8.7% | -7.5% |
| 30D | -4.9% | -37.5% | +32.6% | -4.4% |
| 3M | +4.9% | -43.1% | +47.9% | +5.5% |
| 6M | +47.1% | -31.4% | +78.4% | +45.7% |
| YTD | +39.5% | -22.9% | +62.4% | +32.4% |
| 1Y | +21.3% | -18.0% | +39.2% | +13.7% |
| All | +21.3% | -21.9% | +43.2% | +13.7% |
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