+284.1%
POET vs BURL
+94.5%
+189.6%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.4% | -3.2% |
| 7D | -0.4% | +5.9% | -6.2% | -2.2% |
| 30D | -27.3% | -8.3% | -18.9% | -25.3% |
| 3M | -40.8% | -31.6% | -9.1% | -34.0% |
| 6M | -53.7% | -16.6% | -37.1% | -52.1% |
| YTD | -19.9% | -12.1% | -7.8% | -17.7% |
| 1Y | -4.0% | -10.0% | +6.0% | -2.6% |
| 3Y | +284.1% | +94.3% | +189.8% | +291.7% |
| All | +284.1% | +94.5% | +189.6% | +291.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling