-18.0%
POET vs HALO
+92.7%
-110.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.5% | -4.5% |
| 7D | -16.4% | +0.2% | -16.7% | -16.5% |
| 30D | -37.5% | +20.3% | -57.9% | -41.1% |
| 3M | -43.1% | +56.6% | -99.7% | -52.2% |
| 6M | -31.4% | +101.9% | -133.2% | -50.4% |
| YTD | -22.9% | +93.7% | -116.6% | -44.0% |
| 1Y | -18.0% | +91.5% | -109.5% | -39.1% |
| All | -18.0% | +92.7% | -110.7% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 1y: compounded portfolio wealth divided by compounded HALO 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…
1y analysis · Full analysis span regression · 6 months rolling