+88.1%
TECK vs POET
-20.5%
+108.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.5% |
| 7D | -3.8% | +0.4% | -4.2% | -3.9% |
| 30D | +0.7% | -10.4% | +11.1% | +1.3% |
| 3M | +4.6% | -29.3% | +33.9% | +6.3% |
| 6M | +25.1% | +6.9% | +18.3% | +20.0% |
| YTD | +39.2% | +25.6% | +13.6% | +31.8% |
| 1Y | +60.3% | +49.2% | +11.2% | +48.7% |
| 3Y | +62.9% | +128.4% | -65.5% | +38.2% |
| 5Y | +181.5% | -4.2% | +185.7% | +144.5% |
| 10Y | +362.3% | +30.3% | +332.0% | +258.0% |
| All | +88.1% | -20.5% | +108.6% | +9.1% |
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