+7.2%
GEHC vs POET
+161.5%
-154.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.6% |
| 7D | -7.2% | +0.4% | -7.5% | -7.2% |
| 30D | -11.6% | -10.4% | -1.2% | -11.3% |
| 3M | -0.8% | -29.3% | +28.5% | -0.2% |
| 6M | -11.9% | +6.9% | -18.8% | -14.6% |
| YTD | -21.9% | +25.6% | -47.5% | -25.0% |
| 1Y | -17.8% | +49.2% | -67.0% | -22.1% |
| 3Y | -3.5% | +128.4% | -132.0% | -12.8% |
| All | +7.2% | +161.5% | -154.3% | -3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling