+2.7%
TEVA vs POET
-20.5%
+23.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | +1.9% |
| 7D | +2.0% | +0.4% | +1.6% | +2.0% |
| 30D | +1.0% | -10.4% | +11.3% | +1.2% |
| 3M | +7.3% | -29.3% | +36.7% | +7.9% |
| 6M | +21.7% | +6.9% | +14.9% | +19.0% |
| YTD | +18.8% | +25.6% | -6.8% | +15.4% |
| 1Y | +86.5% | +49.2% | +37.3% | +79.2% |
| 3Y | +269.4% | +128.4% | +141.0% | +241.3% |
| 5Y | +303.6% | -4.2% | +307.8% | +276.3% |
| 10Y | -22.9% | +30.3% | -53.3% | -30.5% |
| All | +2.7% | -20.5% | +23.2% | -12.9% |
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