-24.1%
TE vs POET
+120.8%
-144.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -4.0% | 0.0% |
| 7D | +0.2% | +0.4% | -0.2% | +0.2% |
| 30D | -5.9% | -10.4% | +4.5% | -4.3% |
| 3M | -45.6% | -29.3% | -16.2% | -42.8% |
| 6M | -43.4% | +6.9% | -50.2% | -47.5% |
| YTD | -31.0% | +25.6% | -56.6% | -37.6% |
| 1Y | +145.2% | +49.2% | +96.1% | +113.7% |
| 3Y | -24.1% | +128.4% | -152.5% | -38.8% |
| All | -24.1% | +120.8% | -144.9% | -38.8% |
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