+47.4%
JHX vs POET
-21.9%
+69.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -4.1% | +12.4% | +8.5% |
| 7D | +13.3% | -16.4% | +29.7% | +14.3% |
| 30D | +17.1% | -37.5% | +54.7% | +20.2% |
| 3M | +4.1% | -43.1% | +47.1% | +7.2% |
| 6M | +48.5% | -31.4% | +79.9% | +48.0% |
| YTD | +42.3% | -22.9% | +65.2% | +31.6% |
| 1Y | +47.4% | -18.0% | +65.4% | +33.5% |
| All | +47.4% | -21.9% | +69.3% | +33.5% |
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