+163.1%
RTX vs POET
-6.5%
+169.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.3% |
| 7D | -1.5% | +0.4% | -1.9% | -1.6% |
| 30D | -11.0% | -10.4% | -0.6% | -10.8% |
| 3M | +7.7% | -29.3% | +37.0% | +8.1% |
| 6M | -3.9% | +6.9% | -10.8% | -6.5% |
| YTD | +9.0% | +25.6% | -16.6% | +5.2% |
| 1Y | +27.3% | +49.2% | -21.9% | +21.5% |
| 3Y | +172.9% | +128.4% | +44.5% | +151.3% |
| All | +163.1% | -6.5% | +169.6% | +146.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling