+6,708.0%
TSM vs POET
-20.0%
+6,728.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.7% | +2.9% | -0.7% |
| 7D | +4.8% | +9.7% | -5.0% | +4.4% |
| 30D | +4.0% | -6.5% | +10.6% | +4.2% |
| 3M | +2.0% | -25.7% | +27.7% | +2.8% |
| 6M | +25.5% | +19.6% | +5.9% | +22.7% |
| YTD | +44.0% | +26.4% | +17.6% | +40.3% |
| 1Y | +75.4% | +50.1% | +25.3% | +69.4% |
| 3Y | +406.7% | +127.9% | +278.8% | +372.9% |
| 5Y | +285.0% | -5.9% | +290.9% | +261.9% |
| 10Y | +1,815.4% | +31.1% | +1,784.2% | +1,641.3% |
| All | +6,708.0% | -20.0% | +6,728.0% | +6,338.0% |
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