+9.3%
GEHC vs POET
+163.2%
-153.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.7% | +1.3% | -2.3% |
| 7D | -7.6% | +9.7% | -17.4% | -7.9% |
| 30D | -10.7% | -6.5% | -4.1% | -10.5% |
| 3M | -1.2% | -25.7% | +24.5% | -0.7% |
| 6M | -13.7% | +19.6% | -33.3% | -16.7% |
| YTD | -20.4% | +26.4% | -46.8% | -23.6% |
| 1Y | -17.0% | +50.1% | -67.1% | -21.4% |
| 3Y | +0.9% | +127.9% | -127.0% | -8.8% |
| All | +9.3% | +163.2% | -153.9% | -1.8% |
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