+3,478.1%
TER vs POET
-16.9%
+3,495.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.9% | -0.7% | +3.9% |
| 7D | +11.0% | +17.0% | -6.1% | +10.0% |
| 30D | -1.9% | -6.7% | +4.9% | -1.5% |
| 3M | -0.7% | -32.3% | +31.7% | +1.4% |
| 6M | +36.4% | +32.3% | +4.0% | +32.5% |
| YTD | +92.4% | +31.3% | +61.2% | +86.7% |
| 1Y | +213.5% | +55.3% | +158.2% | +200.0% |
| 3Y | +277.2% | +136.8% | +140.5% | +241.6% |
| 5Y | +219.1% | -2.2% | +221.4% | +192.9% |
| 10Y | +1,744.2% | +34.0% | +1,710.2% | +1,500.8% |
| All | +3,478.1% | -16.9% | +3,495.0% | +2,531.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling