+289.9%
TPR vs POET
+111.1%
+178.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.0% | +6.9% | +2.1% |
| 7D | -5.1% | +3.7% | -8.8% | -5.3% |
| 30D | -27.6% | -11.5% | -16.0% | -27.3% |
| 3M | -17.5% | -30.8% | +13.3% | -16.7% |
| 6M | -21.3% | +8.6% | -29.9% | -25.1% |
| YTD | -8.5% | +20.1% | -28.5% | -13.7% |
| 1Y | +11.5% | +35.7% | -24.3% | +3.6% |
| All | +289.9% | +111.1% | +178.7% | +241.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling