-10.9%
GTLB vs POET
+120.8%
-131.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.3% | -0.9% |
| 7D | -5.7% | +0.4% | -6.1% | -5.8% |
| 30D | +15.1% | -10.4% | +25.5% | +15.6% |
| 3M | +65.5% | -29.3% | +94.8% | +67.4% |
| 6M | +102.9% | +6.9% | +96.0% | +91.7% |
| YTD | +25.2% | +25.6% | -0.4% | +16.1% |
| 1Y | -5.5% | +49.2% | -54.7% | -14.6% |
| 3Y | -10.9% | +128.4% | -139.3% | -25.9% |
| All | -10.9% | +120.8% | -131.7% | -25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling