-19.2%
TRI vs POET
+120.8%
-140.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.7% |
| 7D | -7.9% | +0.4% | -8.3% | -7.9% |
| 30D | -4.5% | -10.4% | +5.9% | -4.5% |
| 3M | +22.1% | -29.3% | +51.4% | +22.2% |
| 6M | -2.8% | +6.9% | -9.6% | -4.2% |
| YTD | -23.4% | +25.6% | -49.0% | -24.9% |
| 1Y | -41.5% | +49.2% | -90.7% | -42.8% |
| 3Y | -19.2% | +128.4% | -147.7% | -21.1% |
| All | -19.2% | +120.8% | -140.0% | -21.1% |
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