+529.5%
TMUS vs POET
-20.0%
+549.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.7% | +1.3% | -2.4% |
| 7D | -5.3% | +9.7% | -15.1% | -5.4% |
| 30D | +0.1% | -6.5% | +6.6% | +0.1% |
| 3M | -0.6% | -25.7% | +25.1% | -0.4% |
| 6M | -17.5% | +19.6% | -37.1% | -18.7% |
| YTD | -11.3% | +26.4% | -37.6% | -12.7% |
| 1Y | -25.4% | +50.1% | -75.5% | -27.1% |
| 3Y | +35.5% | +127.9% | -92.4% | +28.5% |
| 5Y | +41.9% | -5.9% | +47.8% | +35.6% |
| 10Y | +317.8% | +31.1% | +286.7% | +286.3% |
| All | +529.5% | -20.0% | +549.5% | +451.0% |
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