+1,062.7%
THC vs POET
-16.9%
+1,079.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.9% | -7.2% | -2.4% |
| 7D | -2.6% | +17.0% | -19.6% | -3.1% |
| 30D | -1.2% | -6.7% | +5.6% | -1.0% |
| 3M | +58.9% | -32.3% | +91.3% | +60.1% |
| 6M | +9.3% | +32.3% | -23.0% | +5.1% |
| YTD | +30.4% | +31.3% | -0.9% | +24.9% |
| 1Y | +34.6% | +55.3% | -20.7% | +27.2% |
| 3Y | +246.7% | +136.8% | +109.9% | +207.3% |
| 5Y | +244.5% | -2.2% | +246.8% | +210.6% |
| 10Y | +950.1% | +34.0% | +916.1% | +787.4% |
| All | +1,062.7% | -16.9% | +1,079.6% | +975.6% |
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