+21.1%
GLDM vs POET
+49.8%
-28.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.7% | +4.7% | +1.1% |
| 7D | +0.2% | +9.7% | -9.6% | -0.2% |
| 30D | +0.3% | -6.5% | +6.8% | +0.4% |
| 3M | +3.3% | -25.7% | +29.0% | +3.9% |
| 6M | -14.5% | +19.6% | -34.1% | -17.1% |
| YTD | +1.9% | +26.4% | -24.4% | -2.2% |
| 1Y | +21.1% | +50.1% | -29.0% | +17.4% |
| All | +21.1% | +49.8% | -28.7% | +17.4% |
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