+12.6%
GTLB vs POET
-21.9%
+34.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +0.1% |
| 7D | -9.7% | -16.4% | +6.8% | -9.5% |
| 30D | +1.7% | -37.5% | +39.2% | +2.1% |
| 3M | +43.6% | -43.1% | +86.6% | +44.1% |
| 6M | +113.0% | -31.4% | +144.3% | +108.9% |
| YTD | +39.5% | -22.9% | +62.4% | +35.0% |
| 1Y | +12.6% | -18.0% | +30.6% | +13.5% |
| All | +12.6% | -21.9% | +34.5% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling