+110.2%
T vs POET
+120.8%
-10.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | +2.0% |
| 7D | +1.5% | +0.4% | +1.1% | +1.5% |
| 30D | +7.5% | -10.4% | +17.8% | +7.4% |
| 3M | +14.8% | -29.3% | +44.2% | +14.7% |
| 6M | -1.7% | +6.9% | -8.6% | -1.3% |
| YTD | +8.7% | +25.6% | -16.9% | +9.3% |
| 1Y | -7.5% | +49.2% | -56.6% | -7.0% |
| 3Y | +110.2% | +128.4% | -18.2% | +117.1% |
| All | +110.2% | +120.8% | -10.6% | +117.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling