+215.0%
GLD vs POET
+30.3%
+184.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | +0.5% |
| 7D | -2.0% | +0.4% | -2.3% | -2.0% |
| 30D | -1.5% | -10.4% | +8.9% | -1.4% |
| 3M | +3.2% | -29.3% | +32.6% | +3.6% |
| 6M | -16.3% | +6.9% | -23.1% | -17.1% |
| YTD | +0.6% | +25.6% | -25.0% | -0.7% |
| 1Y | +19.1% | +49.2% | -30.0% | +17.1% |
| 3Y | +123.5% | +128.4% | -4.9% | +116.6% |
| 5Y | +138.5% | -4.2% | +142.7% | +131.5% |
| All | +215.0% | +30.3% | +184.7% | +199.3% |
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