-7.5%
T vs POET
+40.7%
-48.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | +2.1% |
| 7D | +1.5% | +0.4% | +1.1% | +1.5% |
| 30D | +7.5% | -10.4% | +17.8% | +7.3% |
| 3M | +14.8% | -29.3% | +44.2% | +14.5% |
| 6M | -1.7% | +6.9% | -8.6% | +0.7% |
| YTD | +8.7% | +25.6% | -16.9% | +12.3% |
| 1Y | -7.5% | +49.2% | -56.6% | -5.0% |
| All | -7.5% | +40.7% | -48.2% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling