-18.0%
POET vs BIDU
-34.6%
+16.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.5% | -8.6% | -7.2% |
| 7D | -16.4% | +1.2% | -17.6% | -17.2% |
| 30D | -37.5% | -7.5% | -30.0% | -33.9% |
| 3M | -43.1% | -28.6% | -14.5% | -28.6% |
| 6M | -31.4% | -36.9% | +5.5% | -7.5% |
| YTD | -22.9% | -38.4% | +15.5% | +5.4% |
| 1Y | -18.0% | -35.7% | +17.7% | +10.4% |
| All | -18.0% | -34.6% | +16.6% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 1y: compounded portfolio wealth divided by compounded BIDU 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…
1y analysis · Full analysis span regression · 6 months rolling