-3.6%
GLDM vs POET
+3.9%
-7.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +10.3% | -11.4% | -1.5% |
| 7D | -2.0% | +14.5% | -16.5% | -2.5% |
| 30D | -4.4% | -12.8% | +8.4% | -4.1% |
| 3M | -8.8% | -34.9% | +26.1% | -7.6% |
| 6M | -15.9% | -59.8% | +43.9% | -14.0% |
| YTD | -7.7% | -11.7% | +4.0% | -10.7% |
| 1Y | -3.6% | +5.7% | -9.3% | -7.4% |
| All | -3.6% | +3.9% | -7.5% | -7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling