+1,248.2%
PANW vs POET
+30.3%
+1,217.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.6% | -6.9% | -2.5% |
| 7D | -0.8% | +0.4% | -1.2% | -0.8% |
| 30D | -14.6% | -10.4% | -4.2% | -14.2% |
| 3M | +18.3% | -29.3% | +47.6% | +19.5% |
| 6M | +100.5% | +6.9% | +93.6% | +94.4% |
| YTD | +79.5% | +25.6% | +53.9% | +72.3% |
| 1Y | +66.7% | +49.2% | +17.6% | +57.7% |
| 3Y | +161.2% | +128.4% | +32.8% | +133.7% |
| 5Y | +322.2% | -4.2% | +326.4% | +282.5% |
| All | +1,248.2% | +30.3% | +1,217.9% | +1,136.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling