+215.1%
GDXJ vs POET
+30.3%
+184.8%
-57.8%
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% | +0.8% |
| 7D | -2.8% | +0.4% | -3.2% | -2.8% |
| 30D | +5.0% | -10.4% | +15.3% | +5.5% |
| 3M | +24.1% | -29.3% | +53.4% | +25.9% |
| 6M | -7.4% | +6.9% | -14.2% | -10.6% |
| YTD | +10.2% | +25.6% | -15.4% | +4.9% |
| 1Y | +42.5% | +49.2% | -6.6% | +33.4% |
| 3Y | +285.7% | +128.4% | +157.3% | +236.1% |
| 5Y | +231.9% | -4.2% | +236.1% | +194.2% |
| All | +215.1% | +30.3% | +184.8% | +143.5% |
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