+130.5%
GLDM vs POET
+123.7%
+6.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +8.0% | -8.9% | -1.1% |
| 7D | -0.5% | +5.6% | -6.1% | -0.7% |
| 30D | +4.4% | -2.1% | +6.5% | +4.4% |
| 3M | -1.1% | -48.8% | +47.8% | +0.2% |
| 6M | -13.7% | +15.8% | -29.5% | -15.2% |
| YTD | +2.8% | +25.1% | -22.4% | +0.5% |
| 1Y | +24.8% | +50.6% | -25.7% | +21.2% |
| All | +130.5% | +123.7% | +6.8% | +120.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling