+515.4%
POET vs HBM
+649.7%
-134.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.6% |
| 7D | +9.7% | +5.5% | +4.2% | +8.4% |
| 30D | -6.5% | +3.3% | -9.8% | -7.2% |
| 3M | -25.7% | +12.7% | -38.4% | -27.4% |
| 6M | +19.6% | +28.2% | -8.6% | +14.9% |
| YTD | +26.4% | +45.3% | -18.9% | +17.9% |
| 1Y | +50.1% | +121.7% | -71.6% | +29.2% |
| 3Y | +127.9% | +523.5% | -395.6% | +62.6% |
| 5Y | -5.9% | +393.9% | -399.8% | -33.1% |
| 10Y | +31.1% | +647.9% | -616.7% | -25.9% |
| All | +515.4% | +649.7% | -134.3% | +157.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling