+49.2%
POET vs PTC
-36.4%
+85.6%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.0% | +4.4% |
| 7D | +0.4% | -7.3% | +7.6% | +1.2% |
| 30D | -10.4% | -11.6% | +1.3% | -9.3% |
| 3M | -29.3% | +10.5% | -39.8% | -31.5% |
| 6M | +6.9% | -17.8% | +24.7% | +23.7% |
| YTD | +25.6% | -24.9% | +50.5% | +61.3% |
| 1Y | +49.2% | -36.8% | +86.0% | +143.8% |
| All | +49.2% | -36.4% | +85.6% | +143.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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