+419.8%
TXN vs POET
+30.3%
+389.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.6% | -0.8% | +3.6% |
| 7D | +4.0% | +0.4% | +3.6% | +3.9% |
| 30D | -2.9% | -10.4% | +7.5% | -2.4% |
| 3M | -9.1% | -29.3% | +20.2% | -8.0% |
| 6M | +36.6% | +6.9% | +29.8% | +32.9% |
| YTD | +57.5% | +25.6% | +31.9% | +51.5% |
| 1Y | +49.5% | +49.2% | +0.4% | +41.7% |
| 3Y | +76.5% | +128.4% | -51.9% | +57.2% |
| 5Y | +62.4% | -4.2% | +66.6% | +46.3% |
| All | +419.8% | +30.3% | +389.5% | +352.2% |
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