+203.6%
TGT vs POET
+30.3%
+173.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | 0.0% |
| 7D | -5.2% | +0.4% | -5.6% | -5.2% |
| 30D | +1.2% | -10.4% | +11.6% | +1.3% |
| 3M | +18.4% | -29.3% | +47.7% | +18.8% |
| 6M | +33.4% | +6.9% | +26.6% | +31.3% |
| YTD | +63.8% | +25.6% | +38.2% | +60.4% |
| 1Y | +77.2% | +49.2% | +28.0% | +72.4% |
| 3Y | +41.8% | +128.4% | -86.7% | +35.7% |
| 5Y | -25.5% | -4.2% | -21.3% | -28.5% |
| All | +203.6% | +30.3% | +173.3% | +199.0% |
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