+50.6%
POET vs BIDU
+1.5%
+49.1%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +4.1% | +4.0% | +6.0% |
| 7D | +5.6% | +2.4% | +3.2% | +4.4% |
| 30D | -2.1% | -10.5% | +8.4% | +3.1% |
| 3M | -48.8% | -26.2% | -22.6% | -40.7% |
| 6M | +15.8% | -16.4% | +32.2% | +26.5% |
| YTD | +25.1% | -23.9% | +49.0% | +41.6% |
| 1Y | +50.6% | +1.3% | +49.3% | +85.2% |
| All | +50.6% | +1.5% | +49.1% | +85.2% |
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