+290.1%
GPN vs POET
-20.5%
+310.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.4% |
| 7D | -4.6% | +0.4% | -5.0% | -4.6% |
| 30D | -0.3% | -10.4% | +10.1% | 0.0% |
| 3M | +35.4% | -29.3% | +64.8% | +36.2% |
| 6M | +21.7% | +6.9% | +14.8% | +18.7% |
| YTD | +14.9% | +25.6% | -10.7% | +11.2% |
| 1Y | +3.2% | +49.2% | -46.0% | -1.1% |
| 3Y | -27.1% | +128.4% | -155.6% | -33.4% |
| 5Y | -44.4% | -4.2% | -40.1% | -48.6% |
| 10Y | +27.0% | +30.3% | -3.3% | +12.4% |
| All | +290.1% | -20.5% | +310.6% | +253.4% |
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