-18.3%
PCG vs POET
+294.6%
-312.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.2% |
| 7D | +2.2% | +1.2% | +1.0% | +2.1% |
| 30D | +0.8% | -12.2% | +12.9% | +1.0% |
| 3M | -23.8% | -42.4% | +18.6% | -22.8% |
| 6M | -19.6% | -64.3% | +44.7% | -18.0% |
| YTD | -16.7% | -19.0% | +2.2% | -19.0% |
| 1Y | -19.4% | +9.1% | -28.5% | -22.8% |
| 3Y | -18.3% | +297.7% | -316.0% | -27.3% |
| All | -18.3% | +294.6% | -312.9% | -27.3% |
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