+731.8%
TEL vs POET
-20.5%
+752.3%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.6% | -1.0% | +3.4% |
| 7D | +1.6% | +0.4% | +1.2% | +1.6% |
| 30D | -0.7% | -10.4% | +9.7% | -0.4% |
| 3M | +2.4% | -29.3% | +31.8% | +3.3% |
| 6M | +4.1% | +6.9% | -2.7% | +1.6% |
| YTD | -5.8% | +25.6% | -31.4% | -8.8% |
| 1Y | +0.9% | +49.2% | -48.3% | -3.4% |
| 3Y | +72.6% | +128.4% | -55.8% | +57.5% |
| 5Y | +57.5% | -4.2% | +61.8% | +45.4% |
| 10Y | +313.6% | +30.3% | +283.3% | +264.6% |
| All | +731.8% | -20.5% | +752.3% | +654.4% |
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