+376.4%
TRI vs POET
-20.5%
+396.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.6% |
| 7D | -7.9% | +0.4% | -8.3% | -7.9% |
| 30D | -4.5% | -10.4% | +5.9% | -4.4% |
| 3M | +22.1% | -29.3% | +51.4% | +22.5% |
| 6M | -2.8% | +6.9% | -9.6% | -4.5% |
| YTD | -23.4% | +25.6% | -49.0% | -25.1% |
| 1Y | -41.5% | +49.2% | -90.7% | -43.3% |
| 3Y | -19.2% | +128.4% | -147.7% | -24.0% |
| 5Y | -9.4% | -4.2% | -5.2% | -14.1% |
| 10Y | +195.6% | +30.3% | +165.2% | +169.7% |
| All | +376.4% | -20.5% | +396.9% | +375.8% |
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