-3.6%
POET vs TXT
+11.7%
-15.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.2% | -4.0% |
| 7D | +9.7% | +0.8% | +8.9% | +9.2% |
| 30D | -6.5% | -10.4% | +3.9% | -0.4% |
| 3M | -25.7% | -14.3% | -11.4% | -19.0% |
| 6M | +19.6% | -15.1% | +34.7% | +30.1% |
| YTD | +26.4% | -8.3% | +34.7% | +31.1% |
| 1Y | +50.1% | -0.7% | +50.8% | +49.8% |
| 3Y | +127.9% | +6.0% | +121.9% | +119.8% |
| All | -3.6% | +11.7% | -15.3% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling