+662.0%
PBR vs POET
+30.3%
+631.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.6% | -5.4% | -1.1% |
| 7D | +5.4% | +0.4% | +5.0% | +5.3% |
| 30D | +22.9% | -10.4% | +33.2% | +23.5% |
| 3M | +19.6% | -29.3% | +49.0% | +21.2% |
| 6M | +16.5% | +6.9% | +9.6% | +9.5% |
| YTD | +86.7% | +25.6% | +61.1% | +72.5% |
| 1Y | +74.7% | +49.2% | +25.6% | +57.0% |
| 3Y | +102.6% | +128.4% | -25.9% | +60.0% |
| 5Y | +566.6% | -4.2% | +570.8% | +447.5% |
| All | +662.0% | +30.3% | +631.7% | +456.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling