+73.7%
GD vs POET
+130.8%
-57.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.9% | -5.7% | -0.8% |
| 7D | -3.5% | +17.0% | -20.5% | -3.6% |
| 30D | -9.0% | -6.7% | -2.3% | -9.0% |
| 3M | +5.1% | -32.3% | +37.4% | +5.3% |
| 6M | -1.0% | +32.3% | -33.3% | -3.1% |
| YTD | +7.3% | +31.3% | -24.0% | +4.8% |
| 1Y | +12.4% | +55.3% | -42.9% | +9.2% |
| 3Y | +73.7% | +136.8% | -63.1% | +72.5% |
| All | +73.7% | +130.8% | -57.1% | +72.5% |
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