+553.9%
GD vs POET
-44.1%
+598.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.3% | -10.3% | -0.3% |
| 7D | +0.6% | +14.5% | -13.9% | +0.3% |
| 30D | +9.5% | -12.8% | +22.3% | +9.7% |
| 3M | -5.8% | -34.9% | +29.1% | -5.2% |
| 6M | +7.7% | -59.8% | +67.5% | +8.9% |
| YTD | +11.1% | -11.7% | +22.7% | +8.7% |
| 1Y | +6.1% | +5.7% | +0.4% | +3.2% |
| 3Y | +59.8% | +323.5% | -263.7% | +46.1% |
| 5Y | +104.6% | -31.0% | +135.6% | +92.9% |
| 10Y | +170.5% | +143.0% | +27.5% | +141.1% |
| All | +553.9% | -44.1% | +598.0% | +503.7% |
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