+2,301.8%
JBL vs POET
-20.5%
+2,322.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +4.6% | +0.4% | +4.8% |
| 7D | +2.4% | +0.4% | +2.0% | +2.4% |
| 30D | -13.1% | -10.4% | -2.7% | -12.7% |
| 3M | -15.6% | -29.3% | +13.7% | -14.5% |
| 6M | +24.6% | +6.9% | +17.7% | +21.4% |
| YTD | +39.6% | +25.6% | +14.0% | +35.0% |
| 1Y | +48.6% | +49.2% | -0.5% | +42.0% |
| 3Y | +197.3% | +128.4% | +68.8% | +169.6% |
| 5Y | +413.0% | -4.2% | +417.2% | +371.4% |
| 10Y | +1,543.9% | +30.3% | +1,513.6% | +1,333.1% |
| All | +2,301.8% | -20.5% | +2,322.3% | +2,136.7% |
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