-9.7%
JD vs POET
-21.9%
+12.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.1% | +7.2% | +3.1% |
| 7D | +9.0% | -16.4% | +25.4% | +9.3% |
| 30D | +5.2% | -37.5% | +42.7% | +6.0% |
| 3M | -15.9% | -43.1% | +27.2% | -15.2% |
| 6M | -7.7% | -31.4% | +23.7% | -8.0% |
| YTD | +0.1% | -22.9% | +23.0% | -3.6% |
| 1Y | -9.7% | -18.0% | +8.2% | -13.6% |
| All | -9.7% | -21.9% | +12.2% | -13.6% |
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