+340.5%
JCI vs POET
+30.3%
+310.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.6% | -2.4% | +2.1% |
| 7D | +0.7% | +0.4% | +0.4% | +0.7% |
| 30D | -4.4% | -10.4% | +5.9% | -4.1% |
| 3M | +1.7% | -29.3% | +31.0% | +2.7% |
| 6M | +8.8% | +6.9% | +1.9% | +5.8% |
| YTD | +22.6% | +25.6% | -2.9% | +18.1% |
| 1Y | +36.2% | +49.2% | -12.9% | +29.4% |
| 3Y | +168.0% | +128.4% | +39.6% | +141.5% |
| 5Y | +113.5% | -4.2% | +117.7% | +94.5% |
| All | +340.5% | +30.3% | +310.1% | +298.7% |
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 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