+263.3%
GE vs POET
-24.0%
+287.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | -0.2% |
| 7D | -2.8% | +3.7% | -6.5% | -2.9% |
| 30D | -11.9% | -11.5% | -0.4% | -11.7% |
| 3M | +1.8% | -30.8% | +32.6% | +2.6% |
| 6M | -0.6% | +8.6% | -9.2% | -3.2% |
| YTD | +5.5% | +20.1% | -14.5% | +2.3% |
| 1Y | +15.0% | +35.7% | -20.8% | +10.3% |
| 3Y | +269.5% | +116.5% | +153.0% | +238.3% |
| 5Y | +422.4% | -8.4% | +430.9% | +383.5% |
| 10Y | +151.0% | +24.6% | +126.4% | +123.1% |
| All | +263.3% | -24.0% | +287.3% | +246.0% |
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