+49.2%
POET vs TXG
+453.6%
-404.4%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.3% | +1.3% | +3.5% |
| 7D | +0.4% | +9.5% | -9.1% | -2.6% |
| 30D | -10.4% | +18.8% | -29.1% | -15.4% |
| 3M | -29.3% | +136.1% | -165.4% | -46.3% |
| 6M | +6.9% | +235.2% | -228.4% | -26.5% |
| YTD | +25.6% | +320.5% | -294.9% | -19.9% |
| 1Y | +49.2% | +425.2% | -376.0% | -8.0% |
| All | +49.2% | +453.6% | -404.4% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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