+689.7%
TWLO vs POET
+15.2%
+674.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.6% | -6.2% | -1.9% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | -7.8% | -10.4% | +2.6% | -7.4% |
| 3M | +10.0% | -29.3% | +39.4% | +11.4% |
| 6M | +79.5% | +6.9% | +72.6% | +72.6% |
| YTD | +59.8% | +25.6% | +34.2% | +51.5% |
| 1Y | +121.7% | +49.2% | +72.5% | +106.4% |
| 3Y | +240.8% | +128.4% | +112.4% | +193.1% |
| 5Y | -33.6% | -4.2% | -29.4% | -41.6% |
| 10Y | +306.0% | +30.3% | +275.7% | +253.7% |
| All | +689.7% | +15.2% | +674.5% | +593.4% |
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