-43.7%
GPN vs POET
-6.5%
-37.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | -0.1% |
| 7D | -4.3% | +0.4% | -4.7% | -4.3% |
| 30D | 0.0% | -10.4% | +10.4% | +0.3% |
| 3M | +35.8% | -29.3% | +65.2% | +36.7% |
| 6M | +22.0% | +6.9% | +15.1% | +17.8% |
| YTD | +15.2% | +25.6% | -10.4% | +9.9% |
| 1Y | +3.5% | +49.2% | -45.7% | -2.7% |
| 3Y | -26.9% | +128.4% | -155.4% | -35.0% |
| All | -43.7% | -6.5% | -37.2% | -49.8% |
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 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