+536.9%
GD vs POET
-20.8%
+557.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +8.0% | -9.8% | -1.9% |
| 7D | -5.3% | +5.6% | -10.9% | -5.4% |
| 30D | -6.4% | -2.1% | -4.3% | -6.4% |
| 3M | +5.7% | -48.8% | +54.5% | +6.8% |
| 6M | -0.9% | +15.8% | -16.7% | -3.2% |
| YTD | +8.2% | +25.1% | -17.0% | +5.3% |
| 1Y | +13.4% | +50.6% | -37.1% | +9.4% |
| 3Y | +68.5% | +107.9% | -39.4% | +56.7% |
| 5Y | +97.2% | -11.0% | +108.2% | +85.0% |
| 10Y | +190.2% | +25.7% | +164.5% | +160.3% |
| All | +536.9% | -20.8% | +557.7% | +484.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling