-38.4%
TRI vs POET
+56.2%
-94.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +8.0% | -13.5% | -5.2% |
| 7D | -0.5% | +5.6% | -6.1% | -0.3% |
| 30D | +7.9% | -2.1% | +10.0% | +7.9% |
| 3M | +24.1% | -48.8% | +72.9% | +23.4% |
| 6M | +3.8% | +15.8% | -12.0% | +0.2% |
| YTD | -16.9% | +25.1% | -42.0% | -20.6% |
| 1Y | -38.4% | +50.6% | -89.0% | -39.6% |
| All | -38.4% | +56.2% | -94.6% | -39.6% |
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