+50.6%
POET vs TRMB
-24.7%
+75.2%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.0% | +9.1% | +8.5% |
| 7D | +5.6% | -2.5% | +8.1% | +6.8% |
| 30D | -2.1% | +1.5% | -3.6% | -2.9% |
| 3M | -48.8% | +6.8% | -55.6% | -49.9% |
| 6M | +15.8% | -14.9% | +30.7% | +31.7% |
| YTD | +25.1% | -24.1% | +49.2% | +53.8% |
| 1Y | +50.6% | -25.4% | +76.0% | +88.2% |
| All | +50.6% | -24.7% | +75.2% | +88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling