-16.9%
POET vs BLDR
+1,161.1%
-1,178.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.9% | +9.8% | +5.4% |
| 7D | +17.0% | -0.3% | +17.4% | +17.1% |
| 30D | -6.7% | -16.2% | +9.5% | -5.1% |
| 3M | -32.3% | -14.4% | -17.9% | -31.6% |
| 6M | +32.3% | -32.8% | +65.1% | +37.3% |
| YTD | +31.3% | -39.2% | +70.5% | +37.3% |
| 1Y | +55.3% | -57.7% | +113.0% | +68.1% |
| 3Y | +136.8% | -55.3% | +192.0% | +152.4% |
| 5Y | -2.2% | +15.6% | -17.8% | -4.1% |
| 10Y | +34.0% | +359.8% | -325.8% | +17.0% |
| All | -16.9% | +1,161.1% | -1,178.0% | -37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling