+357.2%
GLD vs POET
-16.9%
+374.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.9% | -6.7% | -1.8% |
| 7D | +0.7% | +17.0% | -16.3% | +0.6% |
| 30D | +0.3% | -6.7% | +7.0% | +0.4% |
| 3M | +0.6% | -32.3% | +32.9% | +0.8% |
| 6M | -15.6% | +32.3% | -47.9% | -16.2% |
| YTD | +0.9% | +31.3% | -30.4% | +0.1% |
| 1Y | +19.4% | +55.3% | -35.9% | +18.3% |
| 3Y | +124.5% | +136.8% | -12.3% | +120.5% |
| 5Y | +138.9% | -2.2% | +141.2% | +135.0% |
| 10Y | +213.3% | +34.0% | +179.3% | +205.7% |
| All | +357.2% | -16.9% | +374.1% | +289.4% |
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