+102.5%
GD vs POET
-40.4%
+142.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.6% | +5.1% | +1.5% |
| 7D | -1.9% | -0.4% | -1.5% | -1.9% |
| 30D | +10.9% | -27.3% | +38.2% | +11.4% |
| 3M | -6.8% | -40.8% | +34.0% | -6.1% |
| 6M | +7.0% | -53.7% | +60.7% | +7.4% |
| YTD | +11.1% | -19.9% | +31.0% | +8.4% |
| 1Y | +7.0% | -4.0% | +11.0% | +3.6% |
| 3Y | +59.9% | +284.1% | -224.2% | +45.8% |
| 5Y | +102.5% | -37.4% | +139.9% | +97.4% |
| All | +102.5% | -40.4% | +142.8% | +97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling