+19.3%
TPR vs POET
-21.9%
+41.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.1% | +7.7% | +3.6% |
| 7D | +12.6% | -16.4% | +29.1% | +12.9% |
| 30D | +7.1% | -37.5% | +44.7% | +7.9% |
| 3M | -19.4% | -43.1% | +23.7% | -18.7% |
| 6M | -9.7% | -31.4% | +21.6% | -11.3% |
| YTD | -1.0% | -22.9% | +21.9% | -8.8% |
| 1Y | +19.3% | -18.0% | +37.3% | +7.4% |
| All | +19.3% | -21.9% | +41.2% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling