+665.5%
TD vs POET
-24.0%
+689.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +1.0% |
| 7D | -2.6% | +3.7% | -6.3% | -2.7% |
| 30D | -1.0% | -11.5% | +10.5% | -0.8% |
| 3M | +5.6% | -30.8% | +36.4% | +6.3% |
| 6M | +27.1% | +8.6% | +18.5% | +24.5% |
| YTD | +29.4% | +20.1% | +9.3% | +26.2% |
| 1Y | +60.7% | +35.7% | +25.0% | +55.4% |
| 3Y | +127.6% | +116.5% | +11.1% | +110.8% |
| 5Y | +125.4% | -8.4% | +133.8% | +110.9% |
| 10Y | +300.4% | +24.6% | +275.8% | +257.0% |
| All | +665.5% | -24.0% | +689.5% | +535.8% |
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