+437.9%
HUBB vs POET
+30.3%
+407.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +1.5% |
| 7D | -0.1% | +0.4% | -0.4% | -0.1% |
| 30D | -10.0% | -10.4% | +0.4% | -9.5% |
| 3M | -1.6% | -29.3% | +27.7% | -0.4% |
| 6M | -3.1% | +6.9% | -9.9% | -7.0% |
| YTD | +4.6% | +25.6% | -21.0% | -0.9% |
| 1Y | +3.3% | +49.2% | -45.8% | -3.9% |
| 3Y | +46.6% | +128.4% | -81.9% | +26.4% |
| 5Y | +158.7% | -4.2% | +162.9% | +127.7% |
| All | +437.9% | +30.3% | +407.6% | +342.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling