+19.3%
PH vs POET
-21.9%
+41.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.4% | -3.6% |
| 7D | -0.2% | -16.4% | +16.2% | +0.2% |
| 30D | -6.7% | -37.5% | +30.8% | -5.9% |
| 3M | -8.1% | -43.1% | +34.9% | -7.3% |
| 6M | +5.3% | -31.4% | +36.7% | +5.8% |
| YTD | +4.2% | -22.9% | +27.1% | +2.4% |
| 1Y | +19.3% | -18.0% | +37.3% | +18.0% |
| All | +19.3% | -21.9% | +41.3% | +18.0% |
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 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