+170.5%
GM vs POET
+120.8%
+49.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -0.7% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | -1.1% | -10.4% | +9.3% | -0.8% |
| 3M | +6.1% | -29.3% | +35.5% | +6.9% |
| 6M | +15.0% | +6.9% | +8.1% | +12.4% |
| YTD | +6.0% | +25.6% | -19.6% | +2.8% |
| 1Y | +47.1% | +49.2% | -2.1% | +40.8% |
| 3Y | +170.5% | +128.4% | +42.0% | +162.2% |
| All | +170.5% | +120.8% | +49.7% | +162.2% |
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