+1,151.9%
TRV vs POET
-24.0%
+1,175.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +0.6% |
| 7D | -1.5% | +3.7% | -5.2% | -1.5% |
| 30D | -1.8% | -11.5% | +9.7% | -1.7% |
| 3M | +21.6% | -30.8% | +52.4% | +22.0% |
| 6M | +22.5% | +8.6% | +13.9% | +20.8% |
| YTD | +28.1% | +20.1% | +8.1% | +26.0% |
| 1Y | +37.0% | +35.7% | +1.3% | +34.1% |
| 3Y | +141.9% | +116.5% | +25.4% | +129.8% |
| 5Y | +158.5% | -8.4% | +166.9% | +147.3% |
| 10Y | +297.5% | +24.6% | +273.0% | +269.8% |
| All | +1,151.9% | -24.0% | +1,175.9% | +1,176.0% |
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 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