+189.8%
GD vs POET
+24.6%
+165.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.6% |
| 7D | -3.2% | +3.7% | -6.9% | -3.3% |
| 30D | -9.6% | -11.5% | +1.9% | -9.3% |
| 3M | +4.3% | -30.8% | +35.1% | +5.1% |
| 6M | +0.5% | +8.6% | -8.0% | -2.8% |
| YTD | +6.6% | +20.1% | -13.5% | +2.3% |
| 1Y | +11.6% | +35.7% | -24.1% | +5.8% |
| 3Y | +72.6% | +116.5% | -44.0% | +53.6% |
| 5Y | +95.2% | -8.4% | +103.6% | +77.1% |
| All | +189.8% | +24.6% | +165.2% | +136.6% |
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