+128.4%
POET vs HRB
+25.9%
+102.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.5% | +4.1% | +4.6% |
| 7D | +0.4% | -8.0% | +8.4% | -0.3% |
| 30D | -10.4% | -16.0% | +5.6% | -11.5% |
| 3M | -29.3% | +26.9% | -56.2% | -28.1% |
| 6M | +6.9% | +51.1% | -44.3% | +6.1% |
| YTD | +25.6% | +7.1% | +18.5% | +36.1% |
| 1Y | +49.2% | -9.6% | +58.8% | +69.9% |
| 3Y | +128.4% | +25.4% | +103.0% | +93.2% |
| All | +128.4% | +25.9% | +102.6% | +93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling