+28.2%
POET vs BIDU
-48.7%
+76.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +4.4% |
| 7D | +0.4% | -8.1% | +8.5% | +2.4% |
| 30D | -10.4% | -12.8% | +2.4% | -7.3% |
| 3M | -29.3% | -21.3% | -8.1% | -25.1% |
| 6M | +6.9% | -27.0% | +33.8% | +16.0% |
| YTD | +25.6% | -30.0% | +55.6% | +37.8% |
| 1Y | +49.2% | -18.3% | +67.4% | +56.8% |
| 3Y | +128.4% | -33.8% | +162.3% | +143.3% |
| 5Y | -4.2% | -44.3% | +40.1% | +0.2% |
| All | +28.2% | -48.7% | +76.9% | +8.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling