+2.2%
TECH vs POET
+111.1%
-108.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | -0.1% |
| 7D | -0.5% | +3.7% | -4.2% | -0.7% |
| 30D | 0.0% | -11.5% | +11.5% | +0.4% |
| 3M | +37.4% | -30.8% | +68.2% | +38.7% |
| 6M | +36.9% | +8.6% | +28.3% | +31.3% |
| YTD | +23.1% | +20.1% | +3.0% | +17.2% |
| 1Y | +42.2% | +35.7% | +6.5% | +33.5% |
| All | +2.2% | +111.1% | -108.9% | -11.3% |
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