+92.2%
GD vs POET
-4.8%
+96.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.7% | +2.6% | -1.0% |
| 7D | -3.1% | +9.7% | -12.9% | -3.3% |
| 30D | -10.9% | -6.5% | -4.4% | -10.9% |
| 3M | +2.5% | -25.7% | +28.2% | +2.7% |
| 6M | -1.7% | +19.6% | -21.3% | -4.3% |
| YTD | +6.1% | +26.4% | -20.2% | +2.9% |
| 1Y | +11.7% | +50.1% | -38.4% | +7.3% |
| 3Y | +71.8% | +127.9% | -56.1% | +61.8% |
| 5Y | +92.2% | -5.9% | +98.1% | +81.2% |
| All | +92.2% | -4.8% | +96.9% | +81.2% |
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 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