-76.3%
PCG vs POET
+30.3%
-106.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.6% | -6.2% | -1.8% |
| 7D | -3.5% | +0.4% | -3.9% | -3.5% |
| 30D | -20.6% | -10.4% | -10.2% | -20.4% |
| 3M | -17.6% | -29.3% | +11.8% | -17.0% |
| 6M | -23.5% | +6.9% | -30.3% | -25.5% |
| YTD | -13.6% | +25.6% | -39.2% | -16.6% |
| 1Y | -11.3% | +49.2% | -60.5% | -15.4% |
| 3Y | -16.9% | +128.4% | -145.4% | -24.7% |
| 5Y | +50.8% | -4.2% | +55.0% | +38.3% |
| All | -76.3% | +30.3% | -106.6% | -79.4% |
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