+302.0%
TRV vs POET
+30.3%
+271.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +2.0% |
| 7D | +1.9% | +0.4% | +1.6% | +1.9% |
| 30D | +1.7% | -10.4% | +12.1% | +1.9% |
| 3M | +23.9% | -29.3% | +53.2% | +24.4% |
| 6M | +26.3% | +6.9% | +19.4% | +23.5% |
| YTD | +30.8% | +25.6% | +5.2% | +27.0% |
| 1Y | +36.3% | +49.2% | -12.8% | +30.9% |
| 3Y | +145.0% | +128.4% | +16.6% | +123.4% |
| 5Y | +163.9% | -4.2% | +168.1% | +144.9% |
| All | +302.0% | +30.3% | +271.7% | +241.8% |
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 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