+137.1%
GLD vs POET
-11.6%
+148.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.0% | +3.3% | -1.6% |
| 7D | -3.4% | +3.7% | -7.1% | -3.5% |
| 30D | -1.1% | -11.5% | +10.4% | -0.9% |
| 3M | +5.8% | -30.8% | +36.6% | +6.4% |
| 6M | -17.1% | +8.6% | -25.6% | -18.3% |
| YTD | 0.0% | +20.1% | -20.1% | -1.8% |
| 1Y | +18.2% | +35.7% | -17.5% | +15.5% |
| 3Y | +122.6% | +116.5% | +6.0% | +112.6% |
| 5Y | +137.1% | -8.4% | +145.5% | +126.7% |
| All | +137.1% | -11.6% | +148.7% | +126.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling