+228.3%
TROW vs POET
-20.5%
+248.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.6% | -5.8% | -1.3% |
| 7D | -3.2% | +0.4% | -3.6% | -3.2% |
| 30D | -4.6% | -10.4% | +5.8% | -4.4% |
| 3M | -0.7% | -29.3% | +28.7% | 0.0% |
| 6M | +22.2% | +6.9% | +15.4% | +19.1% |
| YTD | +6.6% | +25.6% | -19.0% | +3.2% |
| 1Y | +5.8% | +49.2% | -43.3% | +1.3% |
| 3Y | +11.6% | +128.4% | -116.8% | +2.0% |
| 5Y | -38.9% | -4.2% | -34.7% | -43.6% |
| 10Y | +128.5% | +30.3% | +98.2% | +102.9% |
| All | +228.3% | -20.5% | +248.8% | +178.2% |
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