-14.6%
PCG vs POET
+122.2%
-136.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.7% | -0.5% | -4.2% |
| 7D | +6.5% | +9.7% | -3.3% | +6.2% |
| 30D | -16.7% | -6.5% | -10.2% | -16.6% |
| 3M | -14.2% | -25.7% | +11.6% | -13.8% |
| 6M | -21.5% | +19.6% | -41.0% | -23.8% |
| YTD | -11.2% | +26.4% | -37.6% | -14.3% |
| 1Y | -4.2% | +50.1% | -54.3% | -8.8% |
| All | -14.6% | +122.2% | -136.8% | -19.7% |
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