+1,682.1%
PH vs POET
-20.0%
+1,702.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +3.1% | -0.5% |
| 7D | 0.0% | +9.7% | -9.7% | -0.3% |
| 30D | -10.3% | -6.5% | -3.7% | -10.1% |
| 3M | +5.1% | -25.7% | +30.8% | +5.7% |
| 6M | +2.3% | +19.6% | -17.3% | -1.1% |
| YTD | +8.7% | +26.4% | -17.7% | +4.6% |
| 1Y | +26.8% | +50.1% | -23.3% | +20.2% |
| 3Y | +139.2% | +127.9% | +11.3% | +114.0% |
| 5Y | +251.1% | -5.9% | +257.0% | +219.0% |
| 10Y | +812.6% | +31.1% | +781.4% | +679.6% |
| All | +1,682.1% | -20.0% | +1,702.1% | +1,286.0% |
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