+1,523.8%
HUBB vs POET
-20.5%
+1,544.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +1.6% |
| 7D | -0.1% | +0.4% | -0.4% | -0.1% |
| 30D | -10.0% | -10.4% | +0.4% | -9.7% |
| 3M | -1.6% | -29.3% | +27.7% | -0.8% |
| 6M | -3.1% | +6.9% | -9.9% | -5.4% |
| YTD | +4.6% | +25.6% | -21.0% | +1.3% |
| 1Y | +3.3% | +49.2% | -45.8% | -1.0% |
| 3Y | +46.6% | +128.4% | -81.9% | +34.2% |
| 5Y | +158.7% | -4.2% | +162.9% | +139.2% |
| 10Y | +443.5% | +30.3% | +413.1% | +380.4% |
| All | +1,523.8% | -20.5% | +1,544.3% | +1,333.0% |
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