-8.4%
POET vs BB
-29.9%
+21.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.7% | -2.3% | -4.1% |
| 7D | +3.7% | -2.1% | +5.8% | +4.5% |
| 30D | -11.5% | -16.0% | +4.5% | -6.3% |
| 3M | -30.8% | -14.5% | -16.3% | -27.7% |
| 6M | +8.6% | +118.6% | -110.0% | -18.3% |
| YTD | +20.1% | +98.9% | -78.9% | -6.9% |
| 1Y | +35.7% | +99.5% | -63.8% | +4.4% |
| 3Y | +116.5% | +65.4% | +51.2% | +63.5% |
| 5Y | -8.4% | -27.6% | +19.2% | -27.6% |
| All | -8.4% | -29.9% | +21.4% | -27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling