+145.8%
GOOG vs POET
+120.8%
+25.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +1.4% |
| 7D | 0.0% | +0.4% | -0.3% | 0.0% |
| 30D | -2.0% | -10.4% | +8.4% | -1.6% |
| 3M | -5.9% | -29.3% | +23.5% | -5.0% |
| 6M | +8.9% | +6.9% | +2.0% | +4.8% |
| YTD | +7.1% | +25.6% | -18.5% | +1.9% |
| 1Y | +39.7% | +49.2% | -9.5% | +30.4% |
| 3Y | +145.8% | +128.4% | +17.4% | +121.6% |
| All | +145.8% | +120.8% | +25.0% | +121.6% |
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