+128.4%
POET vs TPG
+81.8%
+46.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.0% | +3.6% |
| 7D | +0.4% | -9.4% | +9.8% | +6.8% |
| 30D | -10.4% | -5.3% | -5.1% | -8.0% |
| 3M | -29.3% | +12.9% | -42.3% | -35.2% |
| 6M | +6.9% | +20.1% | -13.2% | -4.8% |
| YTD | +25.6% | -22.5% | +48.1% | +46.1% |
| 1Y | +49.2% | -19.7% | +68.8% | +70.7% |
| 3Y | +128.4% | +81.2% | +47.2% | +118.1% |
| All | +128.4% | +81.8% | +46.6% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 3y: compounded portfolio wealth divided by compounded TPG 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…
3y analysis · Full analysis span regression · 6 months rolling