+2,367.5%
GOOG vs POET
-20.5%
+2,388.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.7% |
| 3M | -5.9% | -29.3% | +23.5% | -5.2% |
| 6M | +8.9% | +6.9% | +2.0% | +6.4% |
| YTD | +7.1% | +25.6% | -18.5% | +3.9% |
| 1Y | +39.7% | +49.2% | -9.5% | +34.1% |
| 3Y | +145.8% | +128.4% | +17.4% | +126.2% |
| 5Y | +138.6% | -4.2% | +142.8% | +121.6% |
| 10Y | +791.5% | +30.3% | +761.2% | +697.2% |
| All | +2,367.5% | -20.5% | +2,388.0% | +2,264.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling