+81.2%
POET vs TLN
+583.6%
-502.3%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.8% | +4.3% | +6.3% |
| 7D | +5.6% | +7.1% | -1.5% | +2.3% |
| 30D | -2.1% | -3.9% | +1.8% | +0.2% |
| 3M | -48.8% | -16.2% | -32.7% | -44.1% |
| 6M | +15.8% | -5.8% | +21.6% | +18.4% |
| YTD | +25.1% | -15.4% | +40.5% | +32.1% |
| 1Y | +50.6% | -16.7% | +67.2% | +61.6% |
| 3Y | +107.9% | +473.8% | -365.9% | -17.4% |
| All | +81.2% | +583.6% | -502.3% | -28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling