+296.0%
GDX vs POET
+30.3%
+265.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +0.9% |
| 7D | -2.2% | +0.4% | -2.6% | -2.2% |
| 30D | +6.8% | -10.4% | +17.1% | +7.2% |
| 3M | +24.9% | -29.3% | +54.3% | +26.4% |
| 6M | -4.2% | +6.9% | -11.1% | -6.9% |
| YTD | +13.2% | +25.6% | -12.4% | +8.9% |
| 1Y | +40.2% | +49.2% | -9.0% | +33.0% |
| 3Y | +249.6% | +128.4% | +121.1% | +214.1% |
| 5Y | +230.4% | -4.2% | +234.6% | +200.3% |
| All | +296.0% | +30.3% | +265.7% | +221.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling