-18.0%
POET vs HBM
+47.3%
-65.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.6% | -7.8% | -6.9% |
| 7D | -16.4% | -5.8% | -10.6% | -12.6% |
| 30D | -37.5% | -18.5% | -19.0% | -26.9% |
| 3M | -43.1% | -10.3% | -32.8% | -38.8% |
| 6M | -31.4% | +2.1% | -33.5% | -29.4% |
| YTD | -22.9% | +12.0% | -34.9% | -36.7% |
| 1Y | -18.0% | +49.8% | -67.7% | -51.3% |
| All | -18.0% | +47.3% | -65.3% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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