+28.2%
POET vs BB
+1.6%
+26.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +4.3% |
| 7D | +0.4% | -0.4% | +0.8% | +0.5% |
| 30D | -10.4% | -12.5% | +2.2% | -7.9% |
| 3M | -29.3% | -17.4% | -11.9% | -26.8% |
| 6M | +6.9% | +119.1% | -112.3% | -9.1% |
| YTD | +25.6% | +102.4% | -76.8% | +8.4% |
| 1Y | +49.2% | +98.2% | -49.0% | +29.0% |
| 3Y | +128.4% | +46.9% | +81.5% | +99.6% |
| 5Y | -4.2% | -26.4% | +22.2% | -13.3% |
| All | +28.2% | +1.6% | +26.6% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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