+537.0%
TDG vs POET
+30.3%
+506.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +1.0% |
| 7D | -1.9% | +0.4% | -2.2% | -1.9% |
| 30D | -7.7% | -10.4% | +2.7% | -7.3% |
| 3M | -9.3% | -29.3% | +20.0% | -8.4% |
| 6M | -9.4% | +6.9% | -16.2% | -13.6% |
| YTD | -14.3% | +25.6% | -39.8% | -19.4% |
| 1Y | -11.8% | +49.2% | -61.0% | -18.9% |
| 3Y | +52.0% | +128.4% | -76.5% | +26.2% |
| 5Y | +128.8% | -4.2% | +133.1% | +96.1% |
| All | +537.0% | +30.3% | +506.6% | +392.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling