+142.5%
GLDM vs POET
-2.2%
+144.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.9% | -6.6% | -1.8% |
| 7D | +0.7% | +17.0% | -16.3% | +0.4% |
| 30D | +0.3% | -6.7% | +7.1% | +0.4% |
| 3M | +0.7% | -32.3% | +33.0% | +1.3% |
| 6M | -15.4% | +32.3% | -47.8% | -17.0% |
| YTD | +1.0% | +31.3% | -30.3% | -1.0% |
| 1Y | +19.7% | +55.3% | -35.6% | +16.7% |
| 3Y | +126.5% | +136.8% | -10.2% | +116.0% |
| 5Y | +142.5% | -2.2% | +144.7% | +131.5% |
| All | +142.5% | -2.2% | +144.7% | +131.5% |
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