+128.4%
POET vs BNS
+130.5%
-2.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.1% |
| 7D | +0.4% | -0.4% | +0.8% | +0.6% |
| 30D | -10.4% | +3.5% | -13.8% | -12.8% |
| 3M | -29.3% | +14.1% | -43.4% | -36.4% |
| 6M | +6.9% | +33.8% | -26.9% | -15.3% |
| YTD | +25.6% | +29.5% | -3.9% | +1.9% |
| 1Y | +49.2% | +48.4% | +0.8% | +9.7% |
| 3Y | +128.4% | +129.6% | -1.2% | +73.0% |
| All | +128.4% | +130.5% | -2.0% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 3y: compounded portfolio wealth divided by compounded BNS 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…
3y analysis · Full analysis span regression · 6 months rolling