+118.4%
POET vs TXT
+4.6%
+113.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.9% | -4.1% | -4.4% |
| 7D | +3.7% | -0.2% | +3.9% | +3.9% |
| 30D | -11.5% | -10.2% | -1.3% | -4.3% |
| 3M | -30.8% | -13.3% | -17.5% | -23.6% |
| 6M | +8.6% | -14.4% | +22.9% | +19.8% |
| YTD | +20.1% | -9.1% | +29.2% | +25.6% |
| 1Y | +35.7% | -2.2% | +37.9% | +35.0% |
| All | +118.4% | +4.6% | +113.8% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 3y: compounded portfolio wealth divided by compounded TXT 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…
3y analysis · Full analysis span regression · 6 months rolling