-19.9%
TOST vs POET
+43.4%
-63.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.0% | +3.4% | -1.4% |
| 7D | -5.9% | +3.7% | -9.5% | -6.0% |
| 30D | -8.4% | -11.5% | +3.1% | -8.2% |
| 3M | +31.4% | -30.8% | +62.2% | +32.4% |
| 6M | +10.5% | +8.6% | +1.9% | +3.9% |
| YTD | -10.1% | +20.1% | -30.1% | -17.2% |
| 1Y | -19.9% | +35.7% | -55.7% | -25.1% |
| All | -19.9% | +43.4% | -63.3% | -25.1% |
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