+127.4%
TROW vs POET
+23.8%
+103.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.5% | +6.1% | -0.2% |
| 7D | -3.6% | -6.2% | +2.6% | -3.4% |
| 30D | -4.3% | -22.4% | +18.1% | -3.3% |
| 3M | -2.3% | -40.7% | +38.4% | -0.6% |
| 6M | +22.7% | +8.8% | +13.9% | +17.7% |
| YTD | +6.1% | +17.4% | -11.2% | +1.1% |
| 1Y | +5.4% | +41.8% | -36.4% | -1.4% |
| 3Y | +9.9% | +114.1% | -104.2% | -4.1% |
| 5Y | -38.5% | -8.3% | -30.2% | -45.5% |
| 10Y | +127.4% | +23.8% | +103.5% | +94.3% |
| All | +127.4% | +23.8% | +103.5% | +94.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling