+269.4%
TRGP vs POET
+120.8%
+148.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -0.7% |
| 7D | +0.1% | +0.4% | -0.3% | +0.1% |
| 30D | +8.0% | -10.4% | +18.4% | +8.3% |
| 3M | +8.3% | -29.3% | +37.6% | +8.9% |
| 6M | +23.9% | +6.9% | +17.1% | +20.2% |
| YTD | +59.6% | +25.6% | +34.0% | +53.4% |
| 1Y | +79.4% | +49.2% | +30.3% | +70.3% |
| 3Y | +269.4% | +128.4% | +141.0% | +237.0% |
| All | +269.4% | +120.8% | +148.6% | +237.0% |
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 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