+7.0%
GLXY vs POET
+77.5%
-70.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | -0.1% |
| 7D | -7.3% | +0.4% | -7.7% | -7.4% |
| 30D | +15.7% | -10.4% | +26.1% | +19.2% |
| 3M | -26.7% | -29.3% | +2.7% | -20.8% |
| 6M | +13.7% | +6.9% | +6.8% | -10.9% |
| YTD | +9.1% | +25.6% | -16.5% | -20.4% |
| 1Y | -15.5% | +49.2% | -64.6% | -41.2% |
| All | +7.0% | +77.5% | -70.4% | -31.4% |
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 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