-41.3%
TECH vs POET
-6.5%
-34.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.1% |
| 7D | -0.4% | +0.4% | -0.8% | -0.5% |
| 30D | 0.0% | -10.4% | +10.3% | +0.3% |
| 3M | +33.7% | -29.3% | +63.0% | +34.9% |
| 6M | +34.9% | +6.9% | +28.0% | +29.1% |
| YTD | +23.2% | +25.6% | -2.4% | +16.5% |
| 1Y | +36.3% | +49.2% | -12.8% | +26.5% |
| 3Y | +2.3% | +128.4% | -126.2% | -10.2% |
| All | -41.3% | -6.5% | -34.8% | -47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling