+388.8%
GH vs POET
+156.5%
+232.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.6% | -1.4% |
| 7D | -2.5% | +0.4% | -2.9% | -2.6% |
| 30D | -4.7% | -10.4% | +5.7% | -4.0% |
| 3M | +20.2% | -29.3% | +49.6% | +22.3% |
| 6M | +78.8% | +6.9% | +71.9% | +67.1% |
| YTD | +54.1% | +25.6% | +28.5% | +41.1% |
| 1Y | +177.1% | +49.2% | +127.9% | +145.2% |
| 3Y | +371.6% | +128.4% | +243.2% | +265.8% |
| 5Y | +21.9% | -4.2% | +26.1% | -1.1% |
| All | +388.8% | +156.5% | +232.3% | +211.9% |
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