+47.5%
TMUS vs POET
-6.5%
+54.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.6% | -1.7% | +3.0% |
| 7D | +0.4% | +0.4% | +0.1% | +0.5% |
| 30D | +3.5% | -10.4% | +13.9% | +3.5% |
| 3M | -1.3% | -29.3% | +28.0% | -1.3% |
| 6M | -13.6% | +6.9% | -20.5% | -13.6% |
| YTD | -8.8% | +25.6% | -34.3% | -8.9% |
| 1Y | -22.9% | +49.2% | -72.0% | -23.3% |
| 3Y | +36.7% | +128.4% | -91.7% | +33.9% |
| All | +47.5% | -6.5% | +54.0% | +44.5% |
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