+50.6%
POET vs TDY
+11.8%
+38.8%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.5% | +7.6% | +7.4% |
| 7D | +5.6% | -1.8% | +7.4% | +8.5% |
| 30D | -2.1% | -10.7% | +8.6% | +16.0% |
| 3M | -48.8% | -1.3% | -47.6% | -46.3% |
| 6M | +15.8% | -10.6% | +26.4% | +36.2% |
| YTD | +25.1% | +19.6% | +5.6% | +7.3% |
| 1Y | +50.6% | +11.6% | +38.9% | +38.1% |
| All | +50.6% | +11.8% | +38.8% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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