-9.0%
HUM vs POET
+120.8%
-129.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.6% | -2.3% | +2.2% |
| 7D | +2.1% | +0.4% | +1.7% | +2.0% |
| 30D | +5.4% | -10.4% | +15.8% | +5.5% |
| 3M | +11.4% | -29.3% | +40.7% | +11.7% |
| 6M | +141.5% | +6.9% | +134.7% | +138.7% |
| YTD | +61.2% | +25.6% | +35.6% | +58.9% |
| 1Y | +49.2% | +49.2% | 0.0% | +46.2% |
| 3Y | -9.0% | +128.4% | -137.5% | -8.2% |
| All | -9.0% | +120.8% | -129.9% | -8.2% |
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