+262.6%
T vs POET
-24.0%
+286.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +1.6% |
| 7D | -2.4% | +3.7% | -6.1% | -2.5% |
| 30D | +4.3% | -11.5% | +15.8% | +4.4% |
| 3M | +11.6% | -30.8% | +42.3% | +11.9% |
| 6M | -5.6% | +8.6% | -14.2% | -6.7% |
| YTD | +6.6% | +20.1% | -13.5% | +5.0% |
| 1Y | -8.4% | +35.7% | -44.1% | -10.2% |
| 3Y | +107.8% | +116.5% | -8.7% | +97.5% |
| 5Y | +68.3% | -8.4% | +76.7% | +61.0% |
| 10Y | +71.1% | +24.6% | +46.5% | +58.7% |
| All | +262.6% | -24.0% | +286.6% | +218.6% |
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