+1,124.0%
TTMI vs POET
+30.3%
+1,093.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.6% | -1.3% | +2.9% |
| 7D | +0.7% | +0.4% | +0.3% | +0.6% |
| 30D | -8.4% | -10.4% | +1.9% | -7.5% |
| 3M | -32.5% | -29.3% | -3.1% | -30.5% |
| 6M | +32.5% | +6.9% | +25.6% | +28.4% |
| YTD | +83.2% | +25.6% | +57.7% | +75.4% |
| 1Y | +161.7% | +49.2% | +112.5% | +146.1% |
| 3Y | +890.1% | +128.4% | +761.7% | +774.1% |
| 5Y | +832.4% | -4.2% | +836.7% | +733.5% |
| All | +1,124.0% | +30.3% | +1,093.7% | +990.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling