+316.3%
TPR vs POET
+30.3%
+285.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.6% | -2.3% | +2.0% |
| 7D | -3.0% | +0.4% | -3.4% | -3.0% |
| 30D | -22.6% | -10.4% | -12.3% | -22.3% |
| 3M | -18.2% | -29.3% | +11.1% | -17.2% |
| 6M | -18.0% | +6.9% | -24.8% | -22.4% |
| YTD | -6.4% | +25.6% | -32.0% | -12.9% |
| 1Y | +12.3% | +49.2% | -36.9% | +2.2% |
| 3Y | +298.7% | +128.4% | +170.2% | +228.7% |
| 5Y | +232.5% | -4.2% | +236.7% | +182.1% |
| All | +316.3% | +30.3% | +285.9% | +211.8% |
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 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