-6.2%
POET vs BLDR
+8.3%
-14.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.9% | -1.1% | -3.8% |
| 7D | +3.7% | -8.1% | +11.8% | +6.3% |
| 30D | -11.5% | -21.5% | +10.0% | -5.1% |
| 3M | -30.8% | -21.0% | -9.8% | -26.6% |
| 6M | +8.6% | -37.1% | +45.6% | +23.0% |
| YTD | +20.1% | -42.7% | +62.7% | +39.0% |
| 1Y | +35.7% | -58.0% | +93.7% | +71.3% |
| 3Y | +116.5% | -57.8% | +174.4% | +164.3% |
| All | -6.2% | +8.3% | -14.5% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling