+9.1%
POET vs TLN
+1.6%
+7.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.2% | +0.2% |
| 7D | +1.2% | +11.0% | -9.9% | -5.2% |
| 30D | -12.2% | +4.9% | -17.1% | -14.7% |
| 3M | -42.4% | +4.9% | -47.3% | -44.4% |
| 6M | -64.3% | +7.1% | -71.4% | -65.9% |
| YTD | -19.0% | +0.3% | -19.3% | -24.2% |
| 1Y | +9.1% | +5.9% | +3.2% | -0.5% |
| All | +9.1% | +1.6% | +7.5% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TLN.
Daily Out/Under-Performance
Portfolio return minus TLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLN 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 TLN 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