+143.0%
POET vs BURL
+254.9%
-111.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.9% | +9.3% | +10.0% |
| 7D | +14.5% | -0.8% | +15.4% | +14.9% |
| 30D | -12.8% | -4.4% | -8.4% | -12.0% |
| 3M | -34.9% | -28.6% | -6.3% | -29.6% |
| 6M | -59.8% | -12.3% | -47.5% | -58.9% |
| YTD | -11.7% | -11.3% | -0.4% | -9.7% |
| 1Y | +5.7% | -10.4% | +16.1% | +7.5% |
| 3Y | +323.5% | +96.1% | +227.4% | +255.4% |
| 5Y | -31.0% | -5.0% | -26.0% | -34.4% |
| 10Y | +143.0% | +251.8% | -108.8% | +79.2% |
| All | +143.0% | +254.9% | -111.9% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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