+7.9%
ZBH vs POET
-21.9%
+29.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -4.1% | +17.6% | +13.4% |
| 7D | +14.3% | -16.4% | +30.7% | +13.7% |
| 30D | +20.3% | -37.5% | +57.8% | +18.8% |
| 3M | +15.3% | -43.1% | +58.3% | +13.7% |
| 6M | +33.9% | -31.4% | +65.3% | +32.2% |
| YTD | +23.5% | -22.9% | +46.4% | +20.8% |
| 1Y | +7.9% | -18.0% | +25.9% | +6.0% |
| All | +7.9% | -21.9% | +29.8% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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