+38.6%
POET vs BUD
+217.8%
-179.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.7% | -1.9% |
| 7D | +1.2% | +1.0% | +0.2% | +0.8% |
| 30D | -12.2% | +6.7% | -18.8% | -14.7% |
| 3M | -42.4% | +5.7% | -48.1% | -44.1% |
| 6M | -64.3% | +5.8% | -70.1% | -65.7% |
| YTD | -19.0% | +34.4% | -53.4% | -28.2% |
| 1Y | +9.1% | +33.3% | -24.1% | -3.3% |
| 3Y | +297.7% | +48.8% | +248.9% | +236.6% |
| 5Y | -38.2% | +52.5% | -90.7% | -49.6% |
| 10Y | +123.0% | -4.0% | +127.0% | +87.6% |
| All | +38.6% | +217.8% | -179.2% | -7.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling