+173.5%
RTX vs POET
+111.1%
+62.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.3% |
| 7D | -2.0% | +3.7% | -5.7% | -2.0% |
| 30D | -11.2% | -11.5% | +0.3% | -11.1% |
| 3M | +12.0% | -30.8% | +42.8% | +12.3% |
| 6M | -3.6% | +8.6% | -12.1% | -5.7% |
| YTD | +9.2% | +20.1% | -10.9% | +6.4% |
| 1Y | +29.7% | +35.7% | -6.0% | +25.6% |
| All | +173.5% | +111.1% | +62.4% | +167.9% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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