+28.2%
POET vs TRMB
+121.9%
-93.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.4% | +3.2% | +3.9% |
| 7D | +0.4% | -3.0% | +3.4% | +1.9% |
| 30D | -10.4% | +2.3% | -12.7% | -11.6% |
| 3M | -29.3% | +15.3% | -44.7% | -35.0% |
| 6M | +6.9% | -14.7% | +21.6% | +14.5% |
| YTD | +25.6% | -26.4% | +52.0% | +43.8% |
| 1Y | +49.2% | -30.4% | +79.6% | +76.8% |
| 3Y | +128.4% | +13.5% | +114.9% | +116.9% |
| 5Y | -4.2% | -38.6% | +34.4% | +14.3% |
| All | +28.2% | +121.9% | -93.6% | -14.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling