-6.2%
POET vs HBM
+329.7%
-335.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -7.5% | +2.5% | -1.6% |
| 7D | +3.7% | -3.7% | +7.4% | +5.4% |
| 30D | -11.5% | -3.7% | -7.9% | -10.1% |
| 3M | -30.8% | +8.0% | -38.8% | -32.8% |
| 6M | +8.6% | +15.8% | -7.2% | +3.8% |
| YTD | +20.1% | +34.4% | -14.3% | +7.2% |
| 1Y | +35.7% | +98.2% | -62.4% | +5.6% |
| 3Y | +116.5% | +476.6% | -360.1% | +23.1% |
| All | -6.2% | +329.7% | -335.9% | -43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling