+335.3%
TECH vs POET
-20.0%
+355.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | 0.0% |
| 7D | -0.1% | +9.7% | -9.8% | -0.3% |
| 30D | +0.3% | -6.5% | +6.8% | +0.4% |
| 3M | +32.9% | -25.7% | +58.7% | +33.5% |
| 6M | +32.1% | +19.6% | +12.5% | +29.1% |
| YTD | +23.4% | +26.4% | -3.0% | +20.3% |
| 1Y | +34.1% | +50.1% | -16.0% | +29.6% |
| 3Y | +2.2% | +127.9% | -125.7% | -4.3% |
| 5Y | -41.8% | -5.9% | -35.9% | -45.1% |
| 10Y | +188.9% | +31.1% | +157.8% | +165.6% |
| All | +335.3% | -20.0% | +355.3% | +303.3% |
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 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