+61.5%
GNRC vs POET
+120.8%
-59.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.6% | -1.7% | +2.6% |
| 7D | -0.2% | +0.4% | -0.6% | -0.2% |
| 30D | -15.7% | -10.4% | -5.4% | -15.1% |
| 3M | -27.3% | -29.3% | +2.0% | -25.9% |
| 6M | -12.1% | +6.9% | -18.9% | -15.8% |
| YTD | +37.1% | +25.6% | +11.5% | +29.2% |
| 1Y | -0.5% | +49.2% | -49.6% | -8.0% |
| 3Y | +61.5% | +128.4% | -66.9% | +37.8% |
| All | +61.5% | +120.8% | -59.3% | +37.8% |
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