+147.5%
GE vs POET
+30.3%
+117.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -0.4% |
| 7D | -4.0% | +0.4% | -4.4% | -4.0% |
| 30D | -11.4% | -10.4% | -1.0% | -11.0% |
| 3M | -2.6% | -29.3% | +26.7% | -1.6% |
| 6M | -0.3% | +6.9% | -7.2% | -4.6% |
| YTD | +5.4% | +25.6% | -20.2% | -0.3% |
| 1Y | +15.5% | +49.2% | -33.6% | +7.2% |
| 3Y | +260.8% | +128.4% | +132.3% | +209.9% |
| 5Y | +421.6% | -4.2% | +425.9% | +358.0% |
| All | +147.5% | +30.3% | +117.1% | +102.4% |
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