+266.1%
ETR vs POET
-24.0%
+290.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.0% | +3.7% | -1.2% |
| 7D | -1.9% | +3.7% | -5.6% | -2.0% |
| 30D | -0.2% | -11.5% | +11.3% | 0.0% |
| 3M | -3.7% | -30.8% | +27.1% | -3.3% |
| 6M | +2.1% | +8.6% | -6.5% | +0.3% |
| YTD | +16.5% | +20.1% | -3.6% | +14.0% |
| 1Y | +22.5% | +35.7% | -13.2% | +19.1% |
| 3Y | +144.7% | +116.5% | +28.1% | +129.1% |
| 5Y | +125.2% | -8.4% | +133.6% | +112.6% |
| 10Y | +296.9% | +24.6% | +272.3% | +257.9% |
| All | +266.1% | -24.0% | +290.1% | +197.6% |
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 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