+404.5%
TSM vs POET
+120.8%
+283.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +0.8% |
| 7D | +1.0% | +0.4% | +0.6% | +1.0% |
| 30D | +1.0% | -10.4% | +11.3% | +1.8% |
| 3M | +2.9% | -29.3% | +32.2% | +5.2% |
| 6M | +22.8% | +6.9% | +16.0% | +17.2% |
| YTD | +43.3% | +25.6% | +17.7% | +34.5% |
| 1Y | +69.2% | +49.2% | +20.0% | +55.5% |
| 3Y | +404.5% | +128.4% | +276.1% | +344.0% |
| All | +404.5% | +120.8% | +283.7% | +344.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling