+128.4%
POET vs BBAI
+64.9%
+63.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.8% | +2.8% | +4.1% |
| 7D | +0.4% | -1.7% | +2.1% | +1.0% |
| 30D | -10.4% | -12.0% | +1.6% | -6.7% |
| 3M | -29.3% | -30.7% | +1.3% | -20.6% |
| 6M | +6.9% | -30.7% | +37.5% | +22.6% |
| YTD | +25.6% | -46.9% | +72.4% | +52.9% |
| 1Y | +49.2% | -41.1% | +90.2% | +77.7% |
| 3Y | +128.4% | +65.9% | +62.6% | +131.2% |
| All | +128.4% | +64.9% | +63.5% | +131.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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