-11.8%
PCOR vs POET
-35.9%
+24.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.6% |
| 7D | +3.0% | +1.2% | +1.9% | +2.9% |
| 30D | +38.7% | -12.2% | +50.8% | +39.4% |
| 3M | +24.9% | -42.4% | +67.3% | +28.6% |
| 6M | +68.8% | -64.3% | +133.1% | +76.1% |
| YTD | +6.7% | -19.0% | +25.7% | -1.3% |
| 1Y | +3.0% | +9.1% | -6.2% | -8.2% |
| 3Y | +48.6% | +297.7% | -249.1% | +2.4% |
| 5Y | -12.7% | -38.2% | +25.5% | -25.2% |
| All | -11.8% | -35.9% | +24.1% | -26.4% |
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