+973.2%
THC vs POET
+30.3%
+942.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.1% |
| 7D | -0.5% | +0.4% | -0.9% | -0.6% |
| 30D | -1.2% | -10.4% | +9.2% | -0.8% |
| 3M | +52.3% | -29.3% | +81.6% | +53.8% |
| 6M | +12.4% | +6.9% | +5.6% | +6.3% |
| YTD | +32.7% | +25.6% | +7.1% | +23.3% |
| 1Y | +36.4% | +49.2% | -12.8% | +23.5% |
| 3Y | +259.3% | +128.4% | +130.9% | +188.1% |
| 5Y | +262.7% | -4.2% | +266.9% | +202.0% |
| All | +973.2% | +30.3% | +942.9% | +631.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling