+278.4%
TER vs POET
+111.1%
+167.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.0% | +1.5% | -2.9% |
| 7D | +9.4% | +3.7% | +5.7% | +8.9% |
| 30D | -2.4% | -11.5% | +9.1% | -0.8% |
| 3M | +6.5% | -30.8% | +37.3% | +11.5% |
| 6M | +23.2% | +8.6% | +14.6% | +17.9% |
| YTD | +91.5% | +20.1% | +71.4% | +81.0% |
| 1Y | +214.8% | +35.7% | +179.1% | +190.8% |
| All | +278.4% | +111.1% | +167.3% | +202.8% |
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