+129.9%
POET vs BB
+66.7%
+63.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.5% | -2.2% | -3.1% |
| 7D | +9.7% | +1.8% | +7.9% | +9.0% |
| 30D | -6.5% | -12.2% | +5.7% | -1.8% |
| 3M | -25.7% | -12.3% | -13.4% | -22.6% |
| 6M | +19.6% | +122.7% | -103.1% | -15.8% |
| YTD | +26.4% | +104.5% | -78.1% | -8.1% |
| 1Y | +50.1% | +106.7% | -56.6% | +7.5% |
| All | +129.9% | +66.7% | +63.2% | +40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling