+140.1%
GOOGL vs POET
-6.5%
+146.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +1.6% |
| 7D | 0.0% | +0.4% | -0.4% | 0.0% |
| 30D | -1.4% | -10.4% | +9.0% | -1.0% |
| 3M | -5.3% | -29.3% | +24.0% | -4.3% |
| 6M | +9.8% | +6.9% | +2.9% | +5.0% |
| YTD | +8.4% | +25.6% | -17.2% | +2.2% |
| 1Y | +41.2% | +49.2% | -8.0% | +30.2% |
| 3Y | +149.6% | +128.4% | +21.1% | +116.3% |
| All | +140.1% | -6.5% | +146.6% | +113.6% |
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 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