+112.8%
GLDM vs POET
-26.4%
+139.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +10.3% | -11.4% | -1.4% |
| 7D | -2.0% | +14.5% | -16.5% | -2.3% |
| 30D | -4.4% | -12.8% | +8.4% | -4.2% |
| 3M | -8.8% | -34.9% | +26.1% | -8.1% |
| 6M | -15.9% | -59.8% | +43.9% | -14.8% |
| YTD | -7.7% | -11.7% | +4.0% | -8.9% |
| 1Y | -3.6% | +5.7% | -9.3% | -5.3% |
| 3Y | +105.2% | +323.5% | -218.3% | +96.0% |
| 5Y | +112.8% | -31.0% | +143.8% | +105.1% |
| All | +112.8% | -26.4% | +139.2% | +105.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling