+22.6%
POET vs BUD
-22.8%
+45.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.8% |
| 7D | +3.7% | -3.2% | +6.9% | +5.1% |
| 30D | -11.5% | -3.7% | -7.9% | -10.3% |
| 3M | -30.8% | -4.4% | -26.3% | -30.2% |
| 6M | +8.6% | +7.7% | +0.8% | +4.2% |
| YTD | +20.1% | +23.1% | -3.0% | +8.3% |
| 1Y | +35.7% | +33.6% | +2.1% | +17.6% |
| 3Y | +116.5% | +44.7% | +71.8% | +77.5% |
| 5Y | -8.4% | +44.9% | -53.4% | -28.0% |
| All | +22.6% | -22.8% | +45.4% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling