-1.9%
POET vs BBIO
+42.7%
-44.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.7% | +4.6% |
| 7D | +0.4% | -3.2% | +3.6% | +0.8% |
| 30D | -10.4% | -13.6% | +3.2% | -8.9% |
| 3M | -29.3% | +7.2% | -36.6% | -29.9% |
| 6M | +6.9% | +1.5% | +5.4% | +6.5% |
| YTD | +25.6% | -5.3% | +30.9% | +25.8% |
| 1Y | +49.2% | +37.7% | +11.4% | +43.6% |
| 3Y | +128.4% | +153.9% | -25.5% | +106.2% |
| All | -1.9% | +42.7% | -44.6% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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