+327.9%
GEN vs POET
-20.5%
+348.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.6% | +0.9% |
| 7D | -1.3% | +0.4% | -1.7% | -1.3% |
| 30D | +6.1% | -10.4% | +16.5% | +6.2% |
| 3M | +27.0% | -29.3% | +56.3% | +27.3% |
| 6M | +43.9% | +6.9% | +37.0% | +42.3% |
| YTD | +13.0% | +25.6% | -12.6% | +11.3% |
| 1Y | +4.0% | +49.2% | -45.1% | +2.0% |
| 3Y | +66.2% | +128.4% | -62.3% | +60.2% |
| 5Y | +23.2% | -4.2% | +27.4% | +19.1% |
| 10Y | +157.5% | +30.3% | +127.2% | +146.5% |
| All | +327.9% | -20.5% | +348.4% | +353.8% |
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