+829.0%
TTMI vs POET
-6.5%
+835.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.6% | -1.3% | +2.8% |
| 7D | +0.7% | +0.4% | +0.3% | +0.6% |
| 30D | -8.4% | -10.4% | +1.9% | -7.1% |
| 3M | -32.5% | -29.3% | -3.1% | -29.8% |
| 6M | +32.5% | +6.9% | +25.6% | +26.5% |
| YTD | +83.2% | +25.6% | +57.7% | +72.1% |
| 1Y | +161.7% | +49.2% | +112.5% | +140.3% |
| 3Y | +890.1% | +128.4% | +761.7% | +755.8% |
| All | +829.0% | -6.5% | +835.5% | +687.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling