+37.6%
TECH vs POET
+56.2%
-18.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.0% | -8.1% | -0.2% |
| 7D | +0.1% | +5.6% | -5.5% | 0.0% |
| 30D | +0.7% | -2.1% | +2.8% | +0.7% |
| 3M | +36.3% | -48.8% | +85.2% | +38.3% |
| 6M | +25.6% | +15.8% | +9.8% | +19.2% |
| YTD | +23.7% | +25.1% | -1.4% | +16.7% |
| 1Y | +37.6% | +50.6% | -12.9% | +32.9% |
| All | +37.6% | +56.2% | -18.6% | +32.9% |
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