+746.4%
TEAM vs POET
+29.0%
+717.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.7% | +4.5% | +0.9% |
| 7D | -4.7% | +9.7% | -14.4% | -5.0% |
| 30D | +17.0% | -6.5% | +23.6% | +17.2% |
| 3M | +85.9% | -25.7% | +111.6% | +87.0% |
| 6M | +116.7% | +19.6% | +97.1% | +108.8% |
| YTD | +9.6% | +26.4% | -16.8% | +5.0% |
| 1Y | -2.5% | +50.1% | -52.6% | -8.0% |
| 3Y | -14.0% | +127.9% | -141.9% | -23.0% |
| 5Y | -53.1% | -5.9% | -47.2% | -57.5% |
| 10Y | +502.9% | +31.1% | +471.8% | +456.5% |
| All | +746.4% | +29.0% | +717.3% | +665.6% |
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