+50.6%
POET vs HRB
+1.1%
+49.5%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -4.0% | +12.0% | +6.3% |
| 7D | +5.6% | -5.7% | +11.3% | +3.1% |
| 30D | -2.1% | +7.9% | -10.0% | +1.8% |
| 3M | -48.8% | +32.1% | -81.0% | -39.8% |
| 6M | +15.8% | +62.2% | -46.5% | +48.3% |
| YTD | +25.1% | +16.4% | +8.7% | +37.3% |
| 1Y | +50.6% | -0.3% | +50.8% | +43.8% |
| All | +50.6% | +1.1% | +49.5% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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