-0.8%
TOST vs POET
-21.9%
+21.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.1% | +9.6% | +5.6% |
| 7D | +10.7% | -16.4% | +27.2% | +11.2% |
| 30D | +17.7% | -37.5% | +55.3% | +19.0% |
| 3M | +4.6% | -43.1% | +47.7% | +5.9% |
| 6M | +20.3% | -31.4% | +51.6% | +17.5% |
| YTD | -0.4% | -22.9% | +22.5% | -9.4% |
| 1Y | -0.8% | -18.0% | +17.2% | -12.0% |
| All | -0.8% | -21.9% | +21.2% | -12.0% |
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 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