+28.2%
POET vs BAH
+207.9%
-179.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.5% |
| 7D | +0.4% | +4.3% | -3.9% | -0.5% |
| 30D | -10.4% | -2.5% | -7.9% | -10.1% |
| 3M | -29.3% | -0.9% | -28.4% | -29.5% |
| 6M | +6.9% | +1.5% | +5.4% | +5.8% |
| YTD | +25.6% | -8.0% | +33.6% | +26.5% |
| 1Y | +49.2% | -24.7% | +73.9% | +57.4% |
| 3Y | +128.4% | -28.4% | +156.8% | +141.2% |
| 5Y | -4.2% | +2.8% | -7.0% | -4.9% |
| All | +28.2% | +207.9% | -179.7% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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