+245.7%
GLDM vs POET
+247.8%
-2.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.7% | +4.7% | +1.0% |
| 7D | +0.2% | +9.7% | -9.6% | 0.0% |
| 30D | +0.3% | -6.5% | +6.8% | +0.3% |
| 3M | +3.3% | -25.7% | +29.0% | +3.6% |
| 6M | -14.5% | +19.6% | -34.1% | -15.5% |
| YTD | +1.9% | +26.4% | -24.4% | +0.5% |
| 1Y | +21.1% | +50.1% | -29.0% | +18.9% |
| 3Y | +128.6% | +127.9% | +0.7% | +121.0% |
| 5Y | +143.8% | -5.9% | +149.7% | +135.8% |
| All | +245.7% | +247.8% | -2.1% | +232.9% |
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 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