+37.0%
HPQ vs POET
+120.8%
-83.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +4.6% | +3.8% | +8.3% |
| 7D | +9.8% | +0.4% | +9.4% | +9.7% |
| 30D | +22.4% | -10.4% | +32.7% | +22.7% |
| 3M | +45.2% | -29.3% | +74.5% | +46.3% |
| 6M | +96.4% | +6.9% | +89.6% | +89.5% |
| YTD | +65.4% | +25.6% | +39.8% | +57.7% |
| 1Y | +31.6% | +49.2% | -17.6% | +23.9% |
| 3Y | +37.0% | +128.4% | -91.4% | +19.4% |
| All | +37.0% | +120.8% | -83.8% | +19.4% |
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