+403.8%
HUT vs POET
+55.1%
+348.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -5.0% | -0.5% | -4.6% |
| 7D | +2.8% | +3.7% | -0.8% | +2.2% |
| 30D | +2.1% | -11.5% | +13.6% | +4.6% |
| 3M | -14.3% | -30.8% | +16.5% | -8.9% |
| 6M | +84.2% | +8.6% | +75.6% | +62.1% |
| YTD | +97.2% | +20.1% | +77.2% | +69.8% |
| 1Y | +192.7% | +35.7% | +157.0% | +145.0% |
| 3Y | +712.6% | +116.5% | +596.0% | +451.4% |
| 5Y | +85.5% | -8.4% | +93.9% | +38.1% |
| All | +403.8% | +55.1% | +348.7% | +219.3% |
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