+297.7%
POET vs TXT
+10.4%
+287.3%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.8% | -1.0% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -12.2% | +13.3% | -25.5% | -21.1% |
| 3M | -42.4% | -5.0% | -37.5% | -40.7% |
| 6M | -64.3% | -8.4% | -55.9% | -62.4% |
| YTD | -19.0% | -4.0% | -15.0% | -19.6% |
| 1Y | +9.1% | +2.8% | +6.4% | +2.4% |
| 3Y | +297.7% | +10.3% | +287.4% | +216.5% |
| All | +297.7% | +10.4% | +287.3% | +216.5% |
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