+185.3%
HST vs POET
-20.0%
+205.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | -0.1% |
| 7D | -0.3% | +9.7% | -10.1% | -0.5% |
| 30D | -2.8% | -6.5% | +3.8% | -2.7% |
| 3M | -6.5% | -25.7% | +19.2% | -6.2% |
| 6M | +20.7% | +19.6% | +1.1% | +18.6% |
| YTD | +30.5% | +26.4% | +4.1% | +27.8% |
| 1Y | +36.8% | +50.1% | -13.3% | +33.0% |
| 3Y | +65.9% | +127.9% | -62.0% | +56.8% |
| 5Y | +73.9% | -5.9% | +79.8% | +65.4% |
| 10Y | +107.0% | +31.1% | +75.9% | +94.5% |
| All | +185.3% | -20.0% | +205.3% | +223.5% |
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