-18.0%
POET vs BLDR
-38.1%
+20.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +9.3% | -13.4% | -6.5% |
| 7D | -16.4% | +24.4% | -40.8% | -22.6% |
| 30D | -37.5% | +24.9% | -62.4% | -42.4% |
| 3M | -43.1% | -7.8% | -35.3% | -41.2% |
| 6M | -31.4% | -5.8% | -25.6% | -31.5% |
| YTD | -22.9% | -32.5% | +9.5% | -13.4% |
| 1Y | -18.0% | -36.7% | +18.7% | -4.5% |
| All | -18.0% | -38.1% | +20.1% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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