+117.9%
BTSG vs POET
-21.9%
+139.8%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.1% | +0.1% |
| 7D | +17.4% | -16.4% | +33.8% | +18.2% |
| 30D | +12.6% | -37.5% | +50.1% | +14.9% |
| 3M | +11.2% | -43.1% | +54.3% | +13.8% |
| 6M | +30.4% | -31.4% | +61.7% | +32.0% |
| YTD | +86.4% | -22.9% | +109.3% | +79.0% |
| 1Y | +117.9% | -18.0% | +135.9% | +107.2% |
| All | +117.9% | -21.9% | +139.8% | +107.2% |
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