-17.3%
PCOR vs POET
-40.4%
+23.1%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.4% | -0.1% |
| 7D | +20.7% | -0.4% | +21.1% | +20.5% |
| 30D | +35.7% | -27.3% | +62.9% | +37.8% |
| 3M | +31.1% | -40.8% | +71.8% | +34.4% |
| 6M | +43.1% | -53.7% | +96.8% | +45.8% |
| YTD | +4.8% | -19.9% | +24.7% | -2.4% |
| 1Y | -3.7% | -4.0% | +0.3% | -12.4% |
| 3Y | +46.5% | +284.1% | -237.5% | +5.1% |
| 5Y | -17.3% | -37.4% | +20.1% | -23.5% |
| All | -17.3% | -40.4% | +23.1% | -23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling