-6.9%
GEHC vs POET
+56.2%
-63.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.0% | -9.3% | -1.3% |
| 7D | -4.0% | +5.6% | -9.6% | -4.0% |
| 30D | -2.0% | -2.1% | +0.1% | -2.0% |
| 3M | +8.0% | -48.8% | +56.8% | +9.2% |
| 6M | -12.8% | +15.8% | -28.6% | -15.4% |
| YTD | -15.9% | +25.1% | -41.0% | -18.8% |
| 1Y | -6.9% | +50.6% | -57.5% | -7.2% |
| All | -6.9% | +56.2% | -63.1% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling