+35.8%
GFS vs POET
+56.2%
-20.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.0% | -6.5% | +0.3% |
| 7D | +1.0% | +5.6% | -4.6% | +0.1% |
| 30D | -8.6% | -2.1% | -6.5% | -8.2% |
| 3M | -46.5% | -48.8% | +2.3% | -42.3% |
| 6M | -4.8% | +15.8% | -20.6% | -13.8% |
| YTD | +29.7% | +25.1% | +4.5% | +15.4% |
| 1Y | +35.8% | +50.6% | -14.7% | +31.7% |
| All | +35.8% | +56.2% | -20.4% | +31.7% |
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