+1,851.9%
TER vs POET
+30.3%
+1,821.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.0% | +2.2% |
| 7D | +6.4% | +0.4% | +6.0% | +6.3% |
| 30D | -5.7% | -10.4% | +4.7% | -4.7% |
| 3M | -0.4% | -29.3% | +28.9% | +2.7% |
| 6M | +25.8% | +6.9% | +19.0% | +22.0% |
| YTD | +96.4% | +25.6% | +70.8% | +87.8% |
| 1Y | +229.2% | +49.2% | +180.1% | +208.2% |
| 3Y | +288.1% | +128.4% | +159.7% | +236.4% |
| 5Y | +219.9% | -4.2% | +224.2% | +182.4% |
| All | +1,851.9% | +30.3% | +1,821.6% | +1,519.5% |
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