+216.4%
TER vs POET
-6.5%
+222.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.0% | +2.0% |
| 7D | +6.4% | +0.4% | +6.0% | +6.3% |
| 30D | -5.7% | -10.4% | +4.7% | -4.4% |
| 3M | -0.4% | -29.3% | +28.9% | +3.6% |
| 6M | +25.8% | +6.9% | +19.0% | +20.6% |
| YTD | +96.4% | +25.6% | +70.8% | +84.9% |
| 1Y | +229.2% | +49.2% | +180.1% | +201.7% |
| 3Y | +288.1% | +128.4% | +159.7% | +229.4% |
| All | +216.4% | -6.5% | +222.9% | +172.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling