+629.9%
RTX vs POET
-20.0%
+649.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.1% | -0.5% |
| 7D | -1.6% | +9.7% | -11.3% | -1.8% |
| 30D | -11.6% | -6.5% | -5.0% | -11.5% |
| 3M | +9.2% | -25.7% | +34.9% | +9.6% |
| 6M | -4.4% | +19.6% | -24.0% | -7.0% |
| YTD | +8.9% | +26.4% | -17.5% | +5.6% |
| 1Y | +32.1% | +50.1% | -18.0% | +26.8% |
| 3Y | +151.2% | +127.9% | +23.3% | +130.3% |
| 5Y | +162.9% | -5.9% | +168.8% | +143.9% |
| 10Y | +283.9% | +31.1% | +252.8% | +240.2% |
| All | +629.9% | -20.0% | +649.9% | +557.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling