+15.7%
GEHC vs POET
-21.9%
+37.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.1% | +10.5% | +6.4% |
| 7D | +13.2% | -16.4% | +29.6% | +13.3% |
| 30D | +30.6% | -37.5% | +68.1% | +30.9% |
| 3M | +22.2% | -43.1% | +65.3% | +22.5% |
| 6M | +40.8% | -31.4% | +72.2% | +39.7% |
| YTD | +4.8% | -22.9% | +27.7% | +0.2% |
| 1Y | +15.7% | -18.0% | +33.7% | +8.7% |
| All | +15.7% | -21.9% | +37.6% | +8.7% |
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 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