+362.4%
PCAR vs POET
+30.3%
+332.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | 0.0% |
| 7D | -1.6% | +0.4% | -2.0% | -1.6% |
| 30D | -6.4% | -10.4% | +4.0% | -6.1% |
| 3M | +4.7% | -29.3% | +34.0% | +5.5% |
| 6M | +4.5% | +6.9% | -2.4% | +1.7% |
| YTD | +13.0% | +25.6% | -12.6% | +9.0% |
| 1Y | +23.6% | +49.2% | -25.6% | +17.7% |
| 3Y | +60.7% | +128.4% | -67.7% | +44.8% |
| 5Y | +164.5% | -4.2% | +168.7% | +142.2% |
| All | +362.4% | +30.3% | +332.1% | +293.8% |
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 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