-16.0%
TEAM vs POET
+120.8%
-136.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | 0.0% |
| 7D | -5.2% | +0.4% | -5.6% | -5.2% |
| 30D | +15.8% | -10.4% | +26.1% | +16.0% |
| 3M | +101.5% | -29.3% | +130.8% | +102.9% |
| 6M | +138.2% | +6.9% | +131.3% | +130.6% |
| YTD | +10.8% | +25.6% | -14.8% | +6.2% |
| 1Y | +1.7% | +49.2% | -47.5% | -3.6% |
| 3Y | -16.0% | +128.4% | -144.5% | -14.8% |
| All | -16.0% | +120.8% | -136.9% | -14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling