+36.2%
JCI vs POET
+40.7%
-4.5%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.6% | -2.4% | +2.0% |
| 7D | +0.7% | +0.4% | +0.4% | +0.7% |
| 30D | -4.4% | -10.4% | +5.9% | -4.0% |
| 3M | +1.7% | -29.3% | +31.0% | +2.6% |
| 6M | +8.8% | +6.9% | +1.9% | +6.2% |
| YTD | +22.6% | +25.6% | -2.9% | +18.8% |
| 1Y | +36.2% | +49.2% | -12.9% | +35.0% |
| All | +36.2% | +40.7% | -4.5% | +35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling