+433.9%
BTSG vs POET
+609.8%
-175.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +1.2% |
| 7D | -3.3% | +0.4% | -3.7% | -3.3% |
| 30D | -1.6% | -10.4% | +8.8% | -1.0% |
| 3M | -6.9% | -29.3% | +22.4% | -5.7% |
| 6M | +42.1% | +6.9% | +35.2% | +35.1% |
| YTD | +56.8% | +25.6% | +31.2% | +46.5% |
| 1Y | +109.8% | +49.2% | +60.7% | +91.1% |
| All | +433.9% | +609.8% | -175.9% | +311.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling