+25.4%
TMO vs POET
-21.9%
+47.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.2% | +1.2% |
| 7D | +0.3% | -16.4% | +16.7% | +0.4% |
| 30D | +4.3% | -37.5% | +41.9% | +4.6% |
| 3M | +25.1% | -43.1% | +68.2% | +25.5% |
| 6M | +52.9% | -31.4% | +84.3% | +50.5% |
| YTD | +22.2% | -22.9% | +45.1% | +17.0% |
| 1Y | +25.4% | -18.0% | +43.4% | +19.7% |
| All | +25.4% | -21.9% | +47.3% | +19.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling