+165.2%
GD vs POET
+133.2%
+32.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.2% |
| 7D | +2.7% | +1.2% | +1.5% | +2.6% |
| 30D | +8.6% | -12.2% | +20.8% | +8.8% |
| 3M | -7.1% | -42.4% | +35.4% | -5.8% |
| 6M | +7.5% | -64.3% | +71.8% | +9.5% |
| YTD | +9.9% | -19.0% | +28.9% | +6.4% |
| 1Y | +7.6% | +9.1% | -1.6% | +2.6% |
| 3Y | +56.2% | +297.7% | -241.5% | +34.1% |
| 5Y | +100.6% | -38.2% | +138.8% | +83.8% |
| All | +165.2% | +133.2% | +32.0% | +118.2% |
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 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