+104.2%
POET vs BIYA
-99.8%
+203.9%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +17.0% | +2.7% | +14.3% | +17.1% |
| 30D | -6.7% | -18.7% | +12.0% | -6.9% |
| 3M | -32.3% | -72.0% | +39.7% | -33.3% |
| 6M | +32.3% | -86.4% | +118.7% | +29.2% |
| YTD | +31.3% | -94.2% | +125.4% | +29.6% |
| 1Y | +55.3% | -98.4% | +153.8% | +56.6% |
| All | +104.2% | -99.8% | +203.9% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 all: compounded portfolio wealth divided by compounded BIYA 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…
all analysis · Full analysis span regression · 6 months rolling