+182.4%
HPQ vs POET
-20.5%
+202.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +22.6% |
| 3M | +45.2% | -29.3% | +74.5% | +46.1% |
| 6M | +96.4% | +6.9% | +89.6% | +91.8% |
| YTD | +65.4% | +25.6% | +39.8% | +60.3% |
| 1Y | +31.6% | +49.2% | -17.6% | +26.3% |
| 3Y | +37.0% | +128.4% | -91.4% | +25.9% |
| 5Y | +53.0% | -4.2% | +57.2% | +42.0% |
| 10Y | +257.2% | +30.3% | +226.9% | +219.0% |
| All | +182.4% | -20.5% | +202.9% | +159.8% |
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