+2,189.3%
TRGP vs POET
+171.4%
+2,017.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.5% |
| 7D | -0.6% | +3.7% | -4.2% | -0.8% |
| 30D | +10.0% | -11.5% | +21.5% | +10.5% |
| 3M | +7.6% | -30.8% | +38.4% | +9.0% |
| 6M | +26.8% | +8.6% | +18.2% | +20.4% |
| YTD | +60.6% | +20.1% | +40.5% | +50.7% |
| 1Y | +82.5% | +35.7% | +46.8% | +68.1% |
| 3Y | +265.0% | +116.5% | +148.5% | +202.7% |
| 5Y | +645.9% | -8.4% | +654.3% | +535.2% |
| 10Y | +850.6% | +24.6% | +826.1% | +631.8% |
| All | +2,189.3% | +171.4% | +2,017.8% | +1,554.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling