+145.0%
TRV vs POET
+120.8%
+24.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +2.1% |
| 7D | +1.9% | +0.4% | +1.6% | +1.9% |
| 30D | +1.7% | -10.4% | +12.1% | +1.7% |
| 3M | +23.9% | -29.3% | +53.2% | +23.9% |
| 6M | +26.3% | +6.9% | +19.4% | +25.9% |
| YTD | +30.8% | +25.6% | +5.2% | +30.3% |
| 1Y | +36.3% | +49.2% | -12.8% | +35.6% |
| 3Y | +145.0% | +128.4% | +16.6% | +145.0% |
| All | +145.0% | +120.8% | +24.2% | +145.0% |
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