-4.4%
JHX vs POET
+120.8%
-125.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.6% | +0.8% |
| 7D | -6.3% | +0.4% | -6.7% | -6.3% |
| 30D | -7.7% | -10.4% | +2.6% | -7.4% |
| 3M | +19.2% | -29.3% | +48.5% | +20.4% |
| 6M | +38.3% | +6.9% | +31.4% | +33.5% |
| YTD | +37.2% | +25.6% | +11.6% | +31.0% |
| 1Y | +42.3% | +49.2% | -6.9% | +34.5% |
| 3Y | -4.4% | +128.4% | -132.8% | -10.9% |
| All | -4.4% | +120.8% | -125.2% | -10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling