+51.3%
GEV vs POET
+40.7%
+10.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.6% | -1.0% | +3.0% |
| 7D | +1.6% | +0.4% | +1.2% | +1.6% |
| 30D | -7.9% | -10.4% | +2.4% | -6.7% |
| 3M | +5.6% | -29.3% | +35.0% | +9.3% |
| 6M | +13.1% | +6.9% | +6.2% | +2.0% |
| YTD | +46.7% | +25.6% | +21.1% | +27.6% |
| 1Y | +51.3% | +49.2% | +2.1% | +33.2% |
| All | +51.3% | +40.7% | +10.6% | +33.2% |
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