+50.1%
POET vs TMF
-23.1%
+73.2%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.7% | -2.1% | -2.7% |
| 7D | +9.7% | -0.9% | +10.6% | +10.4% |
| 30D | -6.5% | -1.0% | -5.6% | -6.1% |
| 3M | -25.7% | -11.3% | -14.4% | -20.7% |
| 6M | +19.6% | -22.7% | +42.3% | +29.7% |
| YTD | +26.4% | -17.3% | +43.7% | +34.4% |
| 1Y | +50.1% | -22.5% | +72.6% | +69.5% |
| All | +50.1% | -23.1% | +73.2% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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