+28.2%
POET vs HRB
+209.1%
-180.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.5% | +4.1% | +4.6% |
| 7D | +0.4% | -8.0% | +8.4% | +0.8% |
| 30D | -10.4% | -16.0% | +5.6% | -9.5% |
| 3M | -29.3% | +26.9% | -56.2% | -30.8% |
| 6M | +6.9% | +51.1% | -44.3% | +1.7% |
| YTD | +25.6% | +7.1% | +18.5% | +24.8% |
| 1Y | +49.2% | -9.6% | +58.8% | +51.4% |
| 3Y | +128.4% | +25.4% | +103.0% | +121.7% |
| 5Y | -4.2% | +114.9% | -119.1% | -13.4% |
| All | +28.2% | +209.1% | -180.9% | +15.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling