+1,049.7%
GRMN vs POET
-24.0%
+1,073.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.1% |
| 7D | -1.8% | +3.7% | -5.5% | -1.9% |
| 30D | -12.1% | -11.5% | -0.6% | -11.9% |
| 3M | +18.0% | -30.8% | +48.8% | +18.6% |
| 6M | +13.7% | +8.6% | +5.1% | +11.8% |
| YTD | +35.3% | +20.1% | +15.2% | +32.5% |
| 1Y | +17.2% | +35.7% | -18.5% | +14.1% |
| 3Y | +179.6% | +116.5% | +63.1% | +163.7% |
| 5Y | +75.6% | -8.4% | +84.0% | +66.6% |
| 10Y | +644.2% | +24.6% | +619.6% | +589.9% |
| All | +1,049.7% | -24.0% | +1,073.7% | +840.8% |
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 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