+593.9%
JNJ vs POET
-20.5%
+614.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.3% |
| 7D | -3.5% | +0.4% | -3.9% | -3.5% |
| 30D | +2.3% | -10.4% | +12.7% | +2.4% |
| 3M | +12.0% | -29.3% | +41.3% | +12.2% |
| 6M | +10.5% | +6.9% | +3.6% | +9.7% |
| YTD | +30.4% | +25.6% | +4.8% | +29.2% |
| 1Y | +52.1% | +49.2% | +3.0% | +50.2% |
| 3Y | +77.8% | +128.4% | -50.6% | +72.5% |
| 5Y | +82.9% | -4.2% | +87.1% | +78.2% |
| 10Y | +194.8% | +30.3% | +164.5% | +181.1% |
| All | +593.9% | -20.5% | +614.4% | +568.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling