+159.7%
GILD vs POET
+30.3%
+129.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.6% | -5.4% | -0.8% |
| 7D | -4.8% | +0.4% | -5.2% | -4.8% |
| 30D | +5.8% | -10.4% | +16.1% | +5.9% |
| 3M | +14.9% | -29.3% | +44.3% | +15.3% |
| 6M | -0.4% | +6.9% | -7.2% | -1.6% |
| YTD | +18.5% | +25.6% | -7.1% | +16.6% |
| 1Y | +25.1% | +49.2% | -24.0% | +22.4% |
| 3Y | +105.9% | +128.4% | -22.6% | +97.9% |
| 5Y | +143.0% | -4.2% | +147.2% | +135.4% |
| All | +159.7% | +30.3% | +129.4% | +146.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling