-1.9%
POET vs BTG
+78.0%
-79.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.4% | +4.2% | +4.5% |
| 7D | +0.4% | -3.8% | +4.1% | +1.6% |
| 30D | -10.4% | +3.6% | -14.0% | -11.6% |
| 3M | -29.3% | +32.0% | -61.4% | -36.2% |
| 6M | +6.9% | +3.4% | +3.5% | +6.5% |
| YTD | +25.6% | +20.8% | +4.8% | +18.5% |
| 1Y | +49.2% | +22.4% | +26.7% | +40.4% |
| 3Y | +128.4% | +91.7% | +36.7% | +90.1% |
| All | -1.9% | +78.0% | -79.9% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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