+128.4%
POET vs PTEN
-3.7%
+132.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +4.8% |
| 7D | +0.4% | +3.5% | -3.1% | -1.1% |
| 30D | -10.4% | +17.5% | -27.9% | -16.7% |
| 3M | -29.3% | +12.7% | -42.1% | -34.2% |
| 6M | +6.9% | +33.1% | -26.2% | -9.6% |
| YTD | +25.6% | +116.4% | -90.8% | -15.1% |
| 1Y | +49.2% | +141.2% | -92.0% | -3.3% |
| 3Y | +128.4% | -3.8% | +132.2% | +87.7% |
| All | +128.4% | -3.7% | +132.2% | +87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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