+46.6%
TEM vs POET
+356.9%
-310.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | -0.2% |
| 7D | -8.7% | +0.4% | -9.1% | -8.7% |
| 30D | +8.1% | -10.4% | +18.4% | +9.5% |
| 3M | +19.0% | -29.3% | +48.3% | +23.1% |
| 6M | +12.0% | +6.9% | +5.2% | -1.0% |
| YTD | -0.1% | +25.6% | -25.7% | -15.4% |
| 1Y | -33.5% | +49.2% | -82.7% | -46.7% |
| All | +46.6% | +356.9% | -310.3% | +24.6% |
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