+129.9%
POET vs TRMB
+11.9%
+118.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -2.2% |
| 7D | +9.7% | -2.9% | +12.6% | +11.8% |
| 30D | -6.5% | -1.8% | -4.8% | -6.0% |
| 3M | -25.7% | +8.4% | -34.1% | -31.2% |
| 6M | +19.6% | -18.5% | +38.1% | +36.8% |
| YTD | +26.4% | -26.7% | +53.1% | +55.0% |
| 1Y | +50.1% | -28.3% | +78.4% | +88.3% |
| All | +129.9% | +11.9% | +118.0% | +143.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling