+1,213.1%
TNA vs POET
+467.9%
+745.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +0.6% |
| 7D | -7.3% | +0.4% | -7.6% | -7.3% |
| 30D | -14.2% | -10.4% | -3.8% | -13.3% |
| 3M | -4.6% | -29.3% | +24.8% | -2.0% |
| 6M | +36.9% | +6.9% | +30.1% | +28.6% |
| YTD | +42.5% | +25.6% | +17.0% | +31.2% |
| 1Y | +45.8% | +49.2% | -3.4% | +30.8% |
| 3Y | +104.7% | +128.4% | -23.8% | +62.7% |
| 5Y | -21.7% | -4.2% | -17.5% | -35.3% |
| 10Y | +83.8% | +30.3% | +53.5% | +39.3% |
| All | +1,213.1% | +467.9% | +745.3% | +914.8% |
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