+84.4%
GRMN vs POET
-6.5%
+90.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.6% | -0.4% | +4.1% |
| 7D | +2.4% | +0.4% | +2.1% | +2.4% |
| 30D | -8.5% | -10.4% | +1.9% | -8.1% |
| 3M | +19.5% | -29.3% | +48.8% | +20.6% |
| 6M | +21.2% | +6.9% | +14.3% | +17.3% |
| YTD | +41.0% | +25.6% | +15.5% | +35.0% |
| 1Y | +19.6% | +49.2% | -29.6% | +12.8% |
| 3Y | +183.8% | +128.4% | +55.3% | +155.8% |
| All | +84.4% | -6.5% | +90.9% | +67.4% |
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 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