+262.3%
THC vs POET
-11.6%
+274.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | -2.0% |
| 7D | 0.0% | +3.7% | -3.7% | -0.1% |
| 30D | +1.5% | -11.5% | +13.1% | +1.8% |
| 3M | +59.9% | -30.8% | +90.7% | +61.0% |
| 6M | +11.0% | +8.6% | +2.4% | +6.7% |
| YTD | +32.6% | +20.1% | +12.5% | +26.3% |
| 1Y | +37.4% | +35.7% | +1.7% | +28.7% |
| 3Y | +252.5% | +116.5% | +136.0% | +207.9% |
| 5Y | +262.3% | -8.4% | +270.8% | +220.9% |
| All | +262.3% | -11.6% | +274.0% | +220.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling